In my work with financial professionals, I find that one of the most common fears they experience is the “fear of self-promotion.” This fear manifests itself in difficulties in asking for referrals, hesitancy in listing their skills and competencies in their marketing campaign, and getting caught up in the “always be modest” syndrome. The media […]
Continue readingHow do you explain setbacks and unfortunate events, such as the stress of having to call a very difficult client after the market tanks, to yourself? How do you persevere and remain resilient under adverse circumstances, which are part and parcel of every financial services professional’s career? Do you look at setbacks as overwhelming catastrophes […]
Continue readingI am currently reading a fabulous book, Confidence: How Winning Streaks and Losing Streaks Begin and End, by Rosabeth Moss Kanter, from the Harvard Business School. As I read, I am struck by how she defines true leaders, including those who are the stewards of our wealth. In my experience working with the financial services […]
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