"If I were to pick a theme or two for this week, it might well be endurance and resilience," writes Lauren Foster in this edition of Weekend Reads.
Identifying a client’s emotional profile and understanding how those emotions influence financial decisions can help advisers keep the client on course through difficult times.
Many investment professionals exhibit behaviors that negatively influence performance. If individuals and firms are going to be effective at eliminating these bad habits, the first step is to identify the most egregious — those that seriously impede the achievement of long-term client goals. To help, we asked CFA Institute Financial NewsBrief readers what patterns they thought were the most counterproductive.
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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