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Registered Rep. February 28, 2014 Anne Field	Reading a Client's "Tell" Prospects, clients, employees, even you -- everyone has his or her own particular personality style. Understand what makes them tick and you can build strong relationships quickly.
Job Journal November 29, 2009 Lindsey Novak	Career Pros: Managers Caught in Crossfire Being in charge of others doesn't mean you don't have a boss to deal with.
Registered Rep. March 1, 2005 Pam Black	Does Your Client Have That Personality? Whether it's a Myers-Briggs, a DISC test or an online appraisal, what reps are learning is that it pays to get into their clients heads.
CIO January 15, 2003 Patricia Wallington	The Ins and Outs of Personality How important is personality to leadership effectiveness? Whether you're reserved or outgoing, here's how to emphasize the positives of your natural style.
On Wall Street February 1, 2012 Denise Federer	The Couples Conundrum Research indicates that a majority of male investors would prefer their spouse have a more involved role in money decisions.
Registered Rep. February 1, 2006 Anne Field	Hire Right Hiring employees at financial firms is a tough task no matter how much help an employer has. But, say advocates of testing, which is a $400 million business, finding good people who'll stay can be made a lot easier using a personality test.
Financial Advisor March 2008 Andrew Gluck	Really, Really Personal Financial Planning Financial DNA is the most comprehensive set of assessment tools created to help advisors in serving their clients. Understanding a client's financial personality can have an important impact in the way you relate to a client and the advice you provide.
Registered Rep. May 12, 2011 Matt Oechsli	7 Key Attributes of Top Assistants The increasing importance that the advisor-assistant relationship plays in the loyalty of today's affluent client prompted the Oechsli Institute to conduct a study on advisors and assistants. Here are the findings.
AFP eWire June 19, 2013	Harnessing Your "Asking Style" with the Queen of the Asking Style System Are you a Mission Controller, Go-Getter, Rainmaker or Kindred Spirit? Andrea Kihlstedt, creator of the Asking Styles system, helps you find your inner "asker," and challenges you to channel your style to excel in "the ask."
On Wall Street March 1, 2013 Ken Haman	The Secret to Team Harmony In my role as a coach to financial advisors and wholesalers, one of my goals is to help team leaders across all the major channels understand how to build better and more efficient teams. Fair distribution of awards, not personality mix, leads to success.
Job Journal November 6, 2011 Deborah Brown-Volkman	Communication is Key to a Great Career Everyone communicates in different ways, but some people are much better at getting their points across effectively. Here's how you can be one of them.
Financial Advisor March 2006 David L. Lawrence	Talking The Talk Learn how to communicate efficiently in a financial advisory practice.
Entrepreneur May 2005 Paul & Sarah Edwards	Love and Business? Following these four tips can help spouses run a business without ruining their marriage. They'll be helpful to other couples, too.
CIO June 1, 2001 Patricia Wallington	Who Am I? If you want to lead effectively, understand your management style...
Financial Advisor May 2007 David Lawrence	Walk The Line Typically, the financial advisor who runs his/her own practice wears a number of hats. Given that challenge, it might be prudent to consider more efficient ways of carrying out the various roles demanded of the financial advisor.
Registered Rep. September 1, 2004	Highbrow Drifter Style drift has become shorthand for freelancing fund managers buying whatever the heck they want. Craig Callahan of ICON Funds says this is a misconception.
Entrepreneur April 2006 Bill Wagner	What's Your Type? Anyone can start a business! The secret is picking a venture that fits your entrepreneurial personality. The CEO of a behavioral consultancy shows you how to determine yours.
Financial Planning July 1, 2008 Dan Veto	Open Up! How do you demonstrate to your new prospects the financial services equivalent of good bedside manner? One way is to recognize that clients have differences and preferences in how they would like you to conduct your professional interactions.
Financial Planning September 1, 2010 Donna Mitchell	Wealth Management Psych Out Behavioral finance is a field that is gaining traction among financial advisors. It is a full-fledged discipline that offers tools serious wealth management firms are using to understand and serve high-net-worth clients.
Investment Advisor April 4, 2011 Savita Iyer-Ahrestani	Advisors Beware: The Downside of Behavioral Finance A superficial understanding of behavioral finance can be counterproductive
Job Journal May 3, 2009 Craig Harrison	What's Your CQ? Good communication skills are highly valued everywhere. Do yours measure up?
The Motley Fool May 18, 2007 Elizabeth Brokamp	Ask Mrs. Riches: Seven-Year Rich Getting antsy about your spouse's money management style? Get your financial relationship questions answered here!
On Wall Street June 5, 2009 Denise Federer	Understanding and Guiding Client Behavior Financial professionals face the complex challenge of effectively responding to the financial and emotional needs of their clients, while managing their own emotional reactions to the current turbulent markets.
On Wall Street October 1, 2010 Denise Federer	The Behavior Profile Are you a perceptive financial advisor? Being able to identify your client's financial decision-making and investment style is important in communicating effectively with them.
Investment Advisor February 2007 Callahan & Howard	Investing With Style A style-based system of portfolio management eliminates system inefficiencies, allowing advisers and managers to devote more time to what really matters to investors.
Financial Planning October 2, 2007 John J. Bowen	Lucky Nines As a financial advisor, which of the nine high-net-worth personality types do you want to pursue?
Job Journal December 7, 2003 Susan Wilson Solovic	Girl Talk: How Women Undermine Themselves at Work To become more effective communicators, women must begin by opening their minds and exploring the subtleties, nuances, and preferences of a foreign culture -- the male culture -- as if they were preparing to do business in a foreign country.
PC Magazine January 12, 2005 Helen Bradley	Going in Style You know how useful styles are for formatting Word documents; did you know they're available in Excel as well?
On Wall Street December 1, 2009 Denise Federer	Fostering Financial Resiliency in Your Clients The ultimate challenge facing financial advisors is how to guide clients to manage their anxieties, move forward and take the necessary steps to ensure their financial futures.
On Wall Street December 1, 2010 Denise Federer	Creating Better Branch Manager Relationships Have you ever considered the role your branch manager's actions play in your success and satisfaction as a financial advisor?
CIO May 29, 2009	Guiding Your Team Toward Communication Why CIO of Federated Investors Rex Althoff believed putting his team on a lake would rescue their floundering team interaction.
Investment Advisor September 2005 Callahan & Howard	Outside the Box Style boxes place artificial constraints on portfolio managers that may lead to underperformance. Instead, the authors argue, we should set managers free to pursue their unique styles.
Investment Advisor April 2007 Susan L. Hirshman	Review Your Review A few small changes can enhance your financial advisory client reviews.
Financial Planning June 1, 2007 Marie Swift	Great Communicators Learning to listen and express yourself clearly is the most important part of financial advisors' marketing strategy.
HBS Working Knowledge July 5, 2006 James L. Heskett	How Important Is "Executive Intelligence" for Leaders? As we select and train future leaders for all levels of our organizations, how much effort do we really spend assessing executive intelligence as opposed to personality and style?
Fast Company March 2000 Gina Imperato	Testing the Testers An in-depth look at five of the best-known Web-based career-assessment tools.
On Wall Street January 1, 2011 Lee Conrad	Crossing From The Ivory Tower To The Office Tower Knowing what an investor wants and how his or her feelings color decision-making is becoming more crucial in the increasingly competitive world of attracting and retaining high-net-worth clients.
PC World March 2001 George Campbell	Word Processing: Make Word Do It Your Way With Customized Settings Modify styles, launch other Office applications from Word, and see exact boundaries of graphics...
Job Journal September 23, 2007 Carole Kanchier	Personality Tests Back in Favor Increasingly, companies are giving job candidates personality tests as part of the hiring process. Here's what applicants should look out for when faced with such exams.
Job Journal May 17, 2009	Personality & Career Fields Finding a Good Match When defining their dream jobs, many people overlook perhaps the most important factor of all: their personality.
AskMen.com Jonathan Harvey	Discover Your Personality Type The problem with dating is that if your personality doesn't gel with that of your female companion, the relationship will never go any further. To save yourself the time, energy and dinner tabs, you should take the time to get to know yourself and your own personality type.
Financial Advisor December 2006 Lewis Altfest	Behavioral Financial Planning Behavioral financial planning is not so much an alternative way of looking at personal financial planning as it is a practical supplement to it. Knowing what motivates people and finding ways of improving results is what behavioral planning is all about.
Psychology Today Sep/Oct 2008 Hara Estroff Marano	The Style Imperative Style is more character than clothes, more attitude than affluence. It's you making visible your inner self. So forget what you learned about appearance not counting; you can no longer afford to be without style.
Investment Advisor September 2005 Callahan & Howard	Redefining the Role of the Advisor Financial advisors must free managers with definable stock selection styles and strict disciplines, and devote their time to counseling, educating, and providing discipline to investors.
PC Magazine August 1, 2007 Neil Rubenking	Tricky Word Formatting Tips The best way to change formatting in isolated areas of Word documents.
PC Magazine November 28, 2007 Neil Randall	Creating and Using Styles in Word If your documents vary in font color, size, emphasis, paragraph spacing, and formatting, and even such choices as widow and orphan control, working with styles can save you loads of time.
PC Magazine July 13, 2004 M. David Stone	Controlling Word Formats How to turn off unwanted Word template behavior.
Macworld August 2004 David McFarland	Cascading Style Sheet Editors Cascading Style Sheets can make drab Web pages sparkle, but keeping track of CSS properties and syntax is challenging. Macworld reviews two products for the Mac that simplify this chore: Style Master 3.5 and CSSEdit 1.6.
On Wall Street June 1, 2009 Denise Federer	Understanding and Guiding Client Behavior Financial professionals face the complex challenge of effectively responding to the financial and emotional needs of their clients
AskMen.com January 9, 2003 Ian Harrison	Manage Your Manager The fact of the matter is that people are not forthright enough with their managers. They're so intent on toeing the company line that they neglect to look after their own job satisfaction.