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.
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.
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.
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.
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.
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.
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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