Practical analysis for investment professionals

communication skills


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.

Weekend Reads: Just Write

Sloane Ortel offers tips to help you become a better writer, plus selections on Arthur C. Clarke, workarounds, and more, in the latest edition of Weekend Reads.

Six Presentation Tips for Finance Professionals

Presenting is an essential responsibility for many finance professionals. To gauge just how essential, we asked CFA Institute Financial NewsBrief readers how often they have to give them. We also offer some critical advice from presentation expert Dave Underhill.

Putting Out Trust Fires

Trust is core to team effectiveness. If it is damaged, team performance will decline. For this reason, treat trust issues as you would kitchen fires: Put them out immediately.

Five Rules for Interviews in a New Media Era

Donald Trump has changed the communications landscape by redefining the role of the media in disseminating information to the public. This disruption will expand well beyond politics, as executives learn how to interact with earned and owned media in this new and sometimes hostile era.

Know Your Client: Talking to Women about Investing

If we do not understand how women think about investing, our client conversations may be completely wrong and lead to dramatically different portfolio decisions, says Barbara Stewart, CFA.

Nine Guidelines for Better Panel Discussions

Good things do not happen naturally when you throw investors together on a panel. Is there a way to make panel discussions more interesting and insightful? Robert J. Martorana, CFA, shares his perspective.

Executive Presence: How to Present Yourself as a Leader

Some familiar leadership competencies include decisiveness, confidence, flexibility, intelligence, perseverance, and respect. But executive coach and author Julie Jansen notes a few others that deserve closer examination.

Poor Communication Hurts Performance

Writing and speaking skills are clearly paramount to building relationships with clients and colleagues, but according to Tom Brakke, CFA, communication in the investment industry too often takes a backseat to more analytical skills. In an interview with Nathan Jaye, CFA, Brakke discusses strategies for improving both written and verbal communications.



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