Practical analysis for investment professionals

leadership


How Culture Improves Outcomes: Cognitive Diversity

Leaders need to prioritize culture, says Katrina Sherrerd, PhD, CFA.

Weekend Reads: Resilience

Julia VanDeren has been thinking about resilience. Not just in the face of disaster, but in careers as well. In this edition of Weekend Reads, she shares two key components of resilience and some things you can do to become more resilient.

Authentic Leadership: Bill George on Finding Your True North

Why do you want to lead? How do you know if you’re on the right track — and the right track for you? Increasingly, authentic leadership is vital to success. Bill George is the author of True North: Discover Your Authentic Leadership and Discover Your True North, among other books. In this interview, George discusses the concept of True North, why it’s unique for everyone, and what’s changed about leadership over the past decade.

Career Mobility for the Future Starts Now

With expectations for average working years extending from 30 to 50 and beyond, we have to be comfortable with sweeping career changes. This is not just due to evolving external factors, but also because our interests, values, and search for meaning will evolve over the span of our working lives. These were among the key takeaways Tracey Wilen emphasized during a Career Conversations interview with Julia VanDeren.

Weekend Reads: Driveway Moments, Second Acts, and a Long-Lost Recipe

Perhaps attaining a state of "flow" while working is what allows you to thrive in your career. Lauren Foster describes this effect and curates other selections on second acts, long-lost recipes, the art of stillness, and much more in this edition of Weekend Reads.

Executive Presence: How to Present Yourself as a Leader

Some familiar leadership competencies include decisiveness, confidence, flexibility, intelligence, perseverance, and respect. But executive coach and author Julie Jansen notes a few others that deserve closer examination.

David M. Rubenstein: The Economy, Business, and Making Mom Proud

The Carlyle Group's David M. Rubenstein discussed a broad range of topics at the 69th CFA Institute Annual Conference, from the mating habits of panda bears, to the historical importance of the Magna Carta, to Paul Volcker’s monetary policies in the early 1980s, to Japanese demographics, and beyond.

The Intangibles of Having Your Own Firm

Acquiring and serving clients requires specific skills. When launching your own business, you will need to foster trust with prospective clients and strategic referral partners. In order to help clients implement investment or financial planning advice, you will need to build even more trust.

Best of 2015: Career Management

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.

Five Reasons to Start Your Own Firm and Four Steps to Take to Do It

Today, a confluence of factors reinforces the opportunity to launch a financial advisory firm. Here are five of them — as well as some advice on constructing the framework for getting your firm off the ground.



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