Practical analysis for investment professionals

emotional intelligence


Weekend Reads: Charlottesville, Smartphones, and the Solar Eclipse

Like so many others in my adopted hometown of Charlottesville, Virginia, I have been struggling to make sense of the events of this past weekend.

Daniel Goleman: Three Steps to Better Investing

There are three elements to emotional intelligence, according to Daniel Goleman: mindfulness, empathy, and relationship skills. Developing these attributes is critical to becoming a better investment adviser.

Five Key Strategies for Building Trust with Your Clients

Jamie Ziegler, cofounder of the consulting firm AUM Partners, offers five practical tips for learning how to better communicate, build, and demonstrate trust with clients, peers, and colleagues.

Take 15: Why Emotional Intelligence Is Critical to Your Success (Video)

Demonstrating proficiency in emotional intelligence is a critical skill set that is in demand across all roles in the investment industry. Why is this the case, are there challenges unique to investment professionals, and what practical steps can you take to develop this soft skill?

Leadership Roundup: Identifying Innovators and Promoting Innovation

Looking for a potpourri of content to help you strengthen your leadership, management, and communication skills? Look no further than this month’s roundup to gain insights on managing others, managing yourself, and tips on innovation and sustainability.



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