Tom Brakke, CFA, believes that investment professionals concentrate on their analytical responsibilities — and their performance results — but neglect their communication skills. Yet their ability to communicate within their firms and with their clients is often the real difference maker. To counteract this, Brakke recommends that investment pros focus as much on communications performance as they do on investment performance.
Tom Walek spoke with The Carlyle Group's Randy Whitestone about the firm's marketing communications strategy and execution, about the face of the firm — David Rubenstein — and about issues and initiatives for 2016.
At the end of the year, we get the privilege of looking back over the past 12 months and calling attention to some of the more interesting content we've encountered. Here are 10 of the most compelling career management articles I have encountered this year.
Investors always want access and transparency, but never more so than during difficult market periods. Experience and logic suggest that clients of all types and sizes, when facing crashing markets and wild swings, want to know about fund and account performance and want more frequent communications. They also want reassurance.
Confidence is not only important to your self-interest but also materially impacts whether you can serve your clients to the best of your ability.
Every behavioral style can present as a strength or a weakness depending on the circumstances and what other styles are in the mix, so awareness of them is critically important to building and improving your professional relationships.
What measures are effective against excessive e-mailing? When we asked readers, we found that there is no dominant method, but tight filters and rules and avoiding checking our own e-mail too often each secured about 30% of the votes.
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