Practical analysis for investment professionals

leadership skills


How to Manage Clients’ Emotional Reactions to Market Stress

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.

Best of 2016: Career Management

What were the best articles on career management from the past year? Julia VanDeren highlights one from each month of 2016.

Mentoring: A Constant State of Learning

How do you know a mentor–mentee relationship will be effective and rewarding?

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.

Weekend Reads: In Search of Meaning

Meaning is hard to pin down both personally and professionally, a cruel irony for those attempting to make change, writes Sloane Ortel in this week's edition of Weekend Reads.

Mihaly Csikszentmihalyi: Grow with the Flow

Great professionals turn work into a game and express themselves through performance, says Mihaly Csikszentmihalyi, author of Flow, in an interview with Nathan Jaye, CFA.

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.

Lucy Kellaway on Being Fearful, and Fearfully Driven

“Fear has defined my working life,” Lucy Kellaway says. But it was not the fear that she inspired in others or the fear that others attempted to instill in her. She was driven by a self-imposed fear of “being found out,” a fear that she would fail to meet expectations. That fear was her greatest weapon.

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.

Finance as a Force for Good

Investment professionals across the globe need to take the long view and bend the arc of the future away from being self-focused and toward caring about others. And in so doing, we can create a force for good, says Daniel Goleman.



By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close