Practical analysis for investment professionals

communication skills


Let’s Get Physical: Body Language and Success

Why should financial advisers care about our body language? Barbara Stewart, CFA, curates some pointers from nonverbal communication expert Mark Bowden.

Best of 2017: Career Management Insights

Julia VanDeren highlights seven sources of career and professional development insight that she encountered over the last year that will be helpful for finance professionals in 2018.

Good Financial Adviser/Bad Financial Adviser

Inspired by a Ben Horowitz essay, Isaac Presley, CFA, sets out to define what differentiates the good financial advisers from the bad ones.

14 Perspectives on Finance, Markets, and Economies: Enhance Your #FinTwit Feed

Consider these 14 perspectives for a more complete view of the investment landscape.

Social Selling: Building Relationships with the Clients of the Future

Advisers need to be using social media, says Barbara Stewart, CFA. Call it social selling. It is not a replacement for traditional, proven selling practices, but in today’s world, you have no choice but to incorporate it into your daily life as an adviser.

Women: The Private Investigators of Finance

All advisers are capable of spotting fraud. But based on a couple of recent stories and some interesting statistics, Barbara Stewart, CFA, thinks women may have a head start.

Reduce Tension in the Team: Don’t Attack

Tension, friction, and conflict are common in the workplace, especially when pressure is high. One habit, or nonhabit, in particular, helps to reduce conflict and build trust. It may sound simple, but it's difficult to achieve. The practice is this: Don’t attack people.

Seven Questions for Better Conversations

Better conversations lead to better relationships, says Isaac Presley, CFA. To achieve that, you must talk less. And when you do speak, ask great questions.

Weekend Reads: Retirement Dreams, Summertime, and Learning to Say No

Susan Hoover shares her vision of retirement bliss and highlights selections on teaching, learning to say no, tree-climbing goats, and more, in Weekend Reads.

Conscious Communication: Headline Speaking and Writing

You never expect to hear a client say, “I enjoy an inartfully delivered, vague, and winding message with digressions and personal updates about your private life.” And yet that's how some advisers communicate with them. Jim Ware, CFA, discusses the art of headline writing and speaking for effective communication.



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