Danny M. Goldberg - People-Centric Skills

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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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Table of Contents

1 Cover

2 Foreword

3 Preface NOTES

4 Acknowledgments

5 CHAPTER 1: The People-Centric Journey Begins AnewINTRODUCTION

6 CHAPTER 2: Reading Through People PEOPLE-CENTRIC SKILLS IN THIS CHAPTER KEY WORDS NOTES

7 CHAPTER 3: Emotional Intelligence PEOPLE-CENTRIC SKILLS IN THIS CHAPTER KEY WORDS

8 CHAPTER 4: Different Points of View: Using Self-Awareness and Empathy Effectively PEOPLE-CENTRIC SKILLS IN THIS CHAPTER KEY WORDS

9 CHAPTER 5: Wrong Mode = Wrong Mood: Determining the Optimal Mode of Communication PEOPLE-CENTRIC SKILLS IN THIS CHAPTER KEY WORDS NOTE

10 CHAPTER 6: Influencing Change Throughout Any Business PEOPLE-CENTRIC SKILLS IN THIS CHAPTER KEY WORDS NOTE

11 CHAPTER 7: Projecting the Real You: Public Speaking PEOPLE-CENTRIC SKILLS IN THIS CHAPTER KEY WORDS NOTES

12 CHAPTER 8: Coaching and Mentoring PEOPLE-CENTRIC SKILLS IN THIS CHAPTER KEY WORDS NOTES

13 CHAPTER 9: Presentation Skills and Body Language PEOPLE-CENTRIC SKILLS IN THIS CHAPTER KEY WORDS CREATING AN OUTLINE ORGANIZING THE PRESENTATION CREATING A PRESENTATION BEING PREPARED CHECKING OUT THE VENUE OVERCOMING NERVOUSNESS AND PREPARING MENTALLY: BEFORE THE PRESENTATION OVERCOMING NERVOUSNESS AND PREPARING MENTALLY: DURING THE PRESENTATION APPEARING CONFIDENT IN FRONT OF THE CROWD DELIVERING YOUR SPEECH FLEXIBILITY IS KEY! COMMUNICATING WITH BODY LANGUAGE THE POWER OF BODY LANGUAGE READING BODY LANGUAGE BODY LANGUAGE MISTAKES COMMUNICATING WITH POWER NOTES

14 CHAPTER 10: Thinking Quickly on Your Feet PEOPLE-CENTRIC SKILLS IN THIS CHAPTER KEY WORDS REMEMBERING NAMES ANSWERING QUESTIONS THAT SOUND LIKE AN ATTACK

15 CHAPTER 11: Coaching and Mentoring, Revisited PEOPLE-CENTRIC SKILLS IN THIS CHAPTER KEY WORDS THE FEEDBACK SANDWICH PROVIDING CONSTRUCTIVE CRITICISM

16 CHAPTER 12: Crisis Management PEOPLE-CENTRIC SKILLS IN THIS CHAPTER KEY WORDS

17 Epilogue

18 AppendixEMOTIONAL INTELLIGENCE SELF-ASSESSMENT CHAPTER 2: PEOPLE-CENTRIC SKILLS PLAUSIBLE DENIABILITY CHAPTER 3: PEOPLE-CENTRIC SKILLS CHAPTER 5: PEOPLE-CENTRIC SKILLS CHAPTER 6: PEOPLE-CENTRIC SKILLS CHAPTER 7: PEOPLE-CENTRIC SKILLS CHAPTER 8: PEOPLE-CENTRIC SKILLS CHAPTER 9: PEOPLE-CENTRIC SKILLS CHAPTER 10: PEOPLE-CENTRIC SKILLS CHAPTER 11: PEOPLE-CENTRIC SKILLS CHAPTER 12: PEOPLE-CENTRIC SKILLS NOTES

19 About the Author

20 Index

21 End User License Agreement

List of Illustrations

1 Chapter 5FIGURE 5.1 Communication Mode Selection Chart.

2 Chapter 7FIGURE 7.1 Neurolinguistic programming: eye cues.

3 Chapter 9FIGURE 9.1 Gesture cluster: openness.FIGURE 9.2 Gesture cluster: defensiveness.FIGURE 9.3 Gesture cluster: evaluation.FIGURE 9.4 Gesture cluster: nervousness.FIGURE 9.5 Gesture cluster: boredom/impatience.

4 Chapter 11FIGURE 11.1 The conference room.

5 AppendixFIGURE A.1 Happiness.FIGURE A.2 Surprise.FIGURE A.3 Disgust.

Guide

1 Cover

2 Table of Contents

3 Begin Reading

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The Wiley Corporate F&A series provides information, tools, and insights to corporate professionals responsible for issues affecting the profitability of their company, from accounting and finance to internal controls and performance management.

Founded in 1807, John Wiley & Sons is the oldest independent publishing company in the United States. With offices in North America, Europe, Asia, and Australia, Wiley is globally committed to developing and marketing print and electronic products and services for our customers' professional and personal knowledge and understanding.

People-Centric Skills

Interpersonal and Communication Skills for Financial Professionals

Second Edition

DANNY M. GOLDBERG

Copyright 2020 by John Wiley Sons Inc All rights reserved Edition - фото 1

Copyright © 2020 by John Wiley & Sons, Inc. All rights reserved.

Edition History

John Wiley & Sons, Inc. (1e, 2014)

Published by John Wiley & Sons, Inc., Hoboken, New Jersey.

Published simultaneously in Canada.

No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning, or otherwise, except as permitted under Section 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, Inc., 222 Rosewood Drive, Danvers, MA 01923, (978) 750–8400, fax (978) 646–8600, or on the Web at www.copyright.com. Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) 748–6011, fax (201) 748–6008, or online at http://www.wiley.com/go/permissions.

Limit of Liability/Disclaimer of Warranty: While the publisher and author have used their best efforts in preparing this book, they make no representations or warranties with respect to the accuracy or completeness of the contents of this book and specifically disclaim any implied warranties of merchantability or fitness for a particular purpose. No warranty may be created or extended by sales representatives or written sales materials. The advice and strategies contained herein may not be suitable for your situation. You should consult with a professional where appropriate. Neither the publisher nor author shall be liable for any loss of profit or any other commercial damages, including but not limited to special, incidental, consequential, or other damages.

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