Danny M. Goldberg - People-Centric Skills

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People-Centric Skills: краткое содержание, описание и аннотация

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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 . 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
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.

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This in-flight evening was slated to be full of administrative tasks: proposals, billing, client follow-up, and brainstorming strategies for client issues and potential go-to market strategies for some new initiatives. After takeoff (and turning on Avengers: Endgame ), Dalton pops out his new rose gold tinted MacBook Air. Everything tech-related that Dalton owns is Apple and rose gold; he enjoys the general theme without explicitly stating that everything his team does turns to gold.

Dalton needs the noise of the movie streaming through his wireless headphones to help him block out distractions and focus more. After handling some of the mindless administrative tasks, Dalton turns to his detailed task list and begins to project-plan his approach to his new and continuing client engagements:

For a new client in San Francisco, SoJo Technologies, Dalton has been called in by the chief financial officer, Kelli Jackson, to assist in interviewing a suspected fraudster, Julianne Cranson. Julianne is a high-level sales executive who has always been one of the company's top producers but is suspected of numerous violations, including kickbacks and undocumented discounts to customers, fraudulent reporting of travel expenses, and threatening employees. Kelli wants to handle this internally with some help. They have not been able to find evidence of fraud and are hoping a discussion with Julianne will resolve this one way or the other. Kelli and Dalton have been professional acquaintances and friends for a few years now. Dalton has also coached Kelli on presenting to her company's audit committee and board, and he is returning for hands-on instruction with her and her executive team. This meeting is scheduled for early next week, after the short jaunt to Disney World.

Dalton is planning a visit to San Jose to meet with Chief Financial Officer Brad Lester of Stanton Electronics, a long time friend and client. During a quick phone chat, Brad mentioned some of the issues he has with his team and that they are not as dedicated as his previous teams. Brad is a workaholic, dedicated primarily to his job and secondarily to his family, and he expects the same from his employees.

Dalton is also working with a new client in his hometown of Dallas on change management and driving cultural change.

If only all the issues on his plate were work-related (and therefore billable) rather than his day-to day life:

Dalton's ex-wife, Leslie, is Caleb's newly appointed soccer team manager and wants to make sure the communication issues the team has suffered from in the past do not continue to occur. Dalton and Leslie are planning to discuss this during this weekend trip.

Dalton is also working on a new project with his kids, highlighting the issues both have experienced through bullying over the past year. These are very difficult lessons for the kids but it's also a great opportunity to learn and, even better, help fight this very serious issue in all schools, specifically private schools.

Dalton's company has grown immensely and he is now just trying to keep up with the many moving pieces. More important, he's trying to be a good dad and role model to his kids.

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