listening
As human financial advisers compete with passively managed index funds and robo-advisers, those who embrace empathetic listening can differentiate themselves and add value for their clients, says Marguerita Cheng, CFP, RICP.
Julia VanDeren highlights seven sources of career and professional development insight that she encountered over the last year that will be helpful for finance professionals in 2018.
Informational interviews are powerful career management tools. They typically take the form of short meetings with accomplished professionals who examine your career and share their insight and experience. They often address such questions as whether you should switch industries, move to a different firm, take an international assignment, or become an entrepreneur.
To provide guidance and practical insights on why and how to listen to achieve better business relationships, executive coach Katie Botten presented a webinar on "The Art and Science of Business Listening." So what were some of her tips?