People-Centric Skills

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.

DANNY M. GOLDBERG, CPA, CIA, CISA, is the founder of GoldSRD, a leading staffing, recruiting, and professional development firm. He has over 22 years of experience and is an IIA - Dallas Chapter board member. He is well-published, from numerous articles to three other books, and is a highly-regarded speaker on all facets of audit and people-centric skills. Foreword ix

Preface xi

Acknowledgments xv

Chapter 1 The People-Centric Journey Begins Anew 1

Chapter 2 Reading Through People 5

Chapter 3 Emotional Intelligence 29

Chapter 4 Different Points of View: Using Self-Awareness and Empathy Effectively 47

Chapter 5 Wrong Mode = Wrong Mood: Determining the Optimal Mode of Communication 51

Chapter 6 Influencing Change Throughout Any Business 59

Chapter 7 Projecting the Real You: Public Speaking 65

Chapter 8 Coaching and Mentoring 93

Chapter 9 Presentation Skills and Body Language 99

Chapter 10 Thinking Quickly on Your Feet 125

Chapter 11 Coaching and Mentoring, Revisited 131

Chapter 12 Crisis Management 139

Epilogue 143

Appendix 145

About the Author 179

Index 181