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Book Description

Use your interpersonal and communication skills as a financial professional to work successfully with clients

Embark on a journey to further develop your career when you read People-Centric Skills: Interpersonal and Communication Skills for Financial Professionals, 2nd Edition. Business leaders consider employee communication skills and critical thinking abilities as essential elements for success. In their work, all professionals must communicate clearly and rely on their interpersonal skills to be successful.

This second edition of People-Centric Skills shares the fictional story of Dalton Zimmer, executive coach and public speaker.  Dalton, all the while juggling his business, kids and social life, provides coaching and communication strategies for handling challenging situations faced by his clients.

This insightful narrative will help you expand communication and soft skills as a CPA, auditor, financial planner or other financial professional.

As Generation Z is entering the work force, the communication gap between Z and Boomers or Generation X is widening significantly. New to the second edition, you’ll find a discussion of communication between generations and how to bridge them as a financial professional.

You can be a more people-centric leader as you engage with a wide range of clients and associates. This book can be a first step to improving interpersonal and communication skills as you continue to develop in your career.

Table of Contents

  1. Cover
  2. Foreword
  3. Preface
    1. NOTES
  4. Acknowledgments
  5. CHAPTER 1: The People-Centric Journey Begins Anew
    1. INTRODUCTION
  6. CHAPTER 2: Reading Through People
    1. PEOPLE-CENTRIC SKILLS IN THIS CHAPTER
    2. KEY WORDS
    3. NOTES
  7. CHAPTER 3: Emotional Intelligence
    1. PEOPLE-CENTRIC SKILLS IN THIS CHAPTER
    2. KEY WORDS
  8. CHAPTER 4: Different Points of View: Using Self-Awareness and Empathy Effectively
    1. PEOPLE-CENTRIC SKILLS IN THIS CHAPTER
    2. KEY WORDS
  9. CHAPTER 5: Wrong Mode = Wrong Mood: Determining the Optimal Mode of Communication
    1. PEOPLE-CENTRIC SKILLS IN THIS CHAPTER
    2. KEY WORDS
    3. NOTE
  10. CHAPTER 6: Influencing Change Throughout Any Business
    1. PEOPLE-CENTRIC SKILLS IN THIS CHAPTER
    2. KEY WORDS
    3. NOTE
  11. CHAPTER 7: Projecting the Real You: Public Speaking
    1. PEOPLE-CENTRIC SKILLS IN THIS CHAPTER
    2. KEY WORDS
    3. NOTES
  12. CHAPTER 8: Coaching and Mentoring
    1. PEOPLE-CENTRIC SKILLS IN THIS CHAPTER
    2. KEY WORDS
    3. NOTES
  13. CHAPTER 9: Presentation Skills and Body Language
    1. PEOPLE-CENTRIC SKILLS IN THIS CHAPTER
    2. KEY WORDS
    3. CREATING AN OUTLINE
    4. ORGANIZING THE PRESENTATION
    5. CREATING A PRESENTATION
    6. BEING PREPARED
    7. CHECKING OUT THE VENUE
    8. OVERCOMING NERVOUSNESS AND PREPARING MENTALLY: BEFORE THE PRESENTATION
    9. OVERCOMING NERVOUSNESS AND PREPARING MENTALLY: DURING THE PRESENTATION
    10. APPEARING CONFIDENT IN FRONT OF THE CROWD
    11. DELIVERING YOUR SPEECH
    12. FLEXIBILITY IS KEY!
    13. COMMUNICATING WITH BODY LANGUAGE
    14. THE POWER OF BODY LANGUAGE
    15. READING BODY LANGUAGE
    16. BODY LANGUAGE MISTAKES
    17. COMMUNICATING WITH POWER
    18. NOTES
  14. CHAPTER 10: Thinking Quickly on Your Feet
    1. PEOPLE-CENTRIC SKILLS IN THIS CHAPTER
    2. KEY WORDS
    3. REMEMBERING NAMES
    4. ANSWERING QUESTIONS THAT SOUND LIKE AN ATTACK
  15. CHAPTER 11: Coaching and Mentoring, Revisited
    1. PEOPLE-CENTRIC SKILLS IN THIS CHAPTER
    2. KEY WORDS
    3. THE FEEDBACK SANDWICH
    4. PROVIDING CONSTRUCTIVE CRITICISM
  16. CHAPTER 12: Crisis Management
    1. PEOPLE-CENTRIC SKILLS IN THIS CHAPTER
    2. KEY WORDS
  17. Epilogue
  18. Appendix
    1. EMOTIONAL INTELLIGENCE SELF-ASSESSMENT
    2. CHAPTER 2: PEOPLE-CENTRIC SKILLS
    3. PLAUSIBLE DENIABILITY
    4. CHAPTER 3: PEOPLE-CENTRIC SKILLS
    5. CHAPTER 5: PEOPLE-CENTRIC SKILLS
    6. CHAPTER 6: PEOPLE-CENTRIC SKILLS
    7. CHAPTER 7: PEOPLE-CENTRIC SKILLS
    8. CHAPTER 8: PEOPLE-CENTRIC SKILLS
    9. CHAPTER 9: PEOPLE-CENTRIC SKILLS
    10. CHAPTER 10: PEOPLE-CENTRIC SKILLS
    11. CHAPTER 11: PEOPLE-CENTRIC SKILLS
    12. CHAPTER 12: PEOPLE-CENTRIC SKILLS
    13. NOTES
  19. About the Author
  20. Index
  21. End User License Agreement
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