Effective financial advisory firms combine technology’s unique strengths with human insights, and the 2017 CFA Institute Wealth Management Conference explored ways that these combinations can deliver value to clients.
How to give better feedback, the challenges of complexity in investing, and why companies like Uber should not wait too long before going public are among the topics covered in this week's roundup of podcasts.
At CFA Institute’s recent Wealth Management 2013 conference in Boston, one of the overarching themes was helping financial advisers better understand client behavior and successfully manage client relationships.
What does the word "influence" mean to you? Businesses are increasingly moving towards flat and/or matrix organizational structures and valuing and encouraging collaboration and interdependencies across work groups. The ability to influence in all directions and across all types of relationships is also likewise becoming increasingly important. In this brave new world, influence doesn't simply mean achieving a specific outcome you desire but rather collaborating effectively with and leading others collectively towards commitment, outcomes, and change.
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