From Name:
From Email:
To Name:
To Email:

Optional Message:


Financial advisers: Heed gender differences in your clients' communication styles

from CFA Institute's Enterprising Investor

Communication is key in relationships — not only in marriages and partnerships, but also between financial advisers and their clients. But, as we have all learned the hard way, it’s very easy to miscommunicate; albeit unwittingly. Carl Richards, the certified financial planner behind the “Sketch Guy” column in the New York Times, is fond of telling a story about a conversation he and his wife had that illustrates this point. more


Powered by MultiBriefs
7701 Las Colinas Blvd., Ste. 800, Irving, TX 75063