leadership skills

58 Posts

Breaking Bad Habits for Better Client Outcomes

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. Read more

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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. Read more

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How to Convert Your Work into Your Passion

Kal Ghayur, CFA, discusses the importance of self-awareness as a career navigation tool, how to align one’s values with career management choices, the dangers of mis-fit risk, the process by which work can potentially be made more fun, and the motivation that drove him to write Career Success: Navigating the New Work Environment, with Dwight D. Churchill, CFA. Read more

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Good Communications: The “Undiscovered Country” of the Investment Profession

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. Read more

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