People-Centric Skills

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 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.

Оглавление

Danny M. Goldberg. People-Centric Skills

Table of Contents

List of Illustrations

Guide

Pages

People-Centric Skills. Interpersonal and Communication Skills for Financial Professionals

Foreword

Preface

NOTES

Acknowledgments

CHAPTER 1 The People-Centric Journey Begins Anew. INTRODUCTION

CHAPTER 2 Reading Through People

PEOPLE-CENTRIC SKILLS IN THIS CHAPTER

KEY WORDS

NOTES

CHAPTER 3 Emotional Intelligence

PEOPLE-CENTRIC SKILLS IN THIS CHAPTER

KEY WORDS

Emotional Intelligence

EQ Self-Appraisal

Self-Management

Self-Awareness

Self-Regulation

Use Emotions to Facilitate Thinking

Gaining Control

Using Coping Thoughts

Understand Emotions and How to Manage Them in the Workplace

The Role of Emotional Intelligence at Work

Social Proficiencies

Disagreeing Constructively

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

PEOPLE-CENTRIC SKILLS IN THIS CHAPTER

KEY WORDS

CHAPTER 5 Wrong Mode = Wrong Mood: Determining the Optimal Mode of Communication

PEOPLE-CENTRIC SKILLS IN THIS CHAPTER

KEY WORDS

NOTE

CHAPTER 6 Influencing Change Throughout Any Business

PEOPLE-CENTRIC SKILLS IN THIS CHAPTER

KEY WORDS

NOTE

CHAPTER 7 Projecting the Real You: Public Speaking

PEOPLE-CENTRIC SKILLS IN THIS CHAPTER

KEY WORDS

NOTES

CHAPTER 8 Coaching and Mentoring

PEOPLE-CENTRIC SKILLS IN THIS CHAPTER

KEY WORDS

Building Trust

NOTES

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

Head

Eyebrows

Eyes. It's All in the Eyes

Nose

Mouth

Facial Expressions

Hands

Arms and Legs

Feet

Openness

Defensiveness

Evaluation

Nervousness

Boredom/Impatience

BODY LANGUAGE MISTAKES

Poor Posture

Invading Personal Space

COMMUNICATING WITH POWER

NOTES

CHAPTER 10 Thinking Quickly on Your Feet

PEOPLE-CENTRIC SKILLS IN THIS CHAPTER

KEY WORDS

REMEMBERING NAMES

ANSWERING QUESTIONS THAT SOUND LIKE AN ATTACK

CHAPTER 11 Coaching and Mentoring, Revisited

PEOPLE-CENTRIC SKILLS IN THIS CHAPTER

KEY WORDS

THE FEEDBACK SANDWICH

PROVIDING CONSTRUCTIVE CRITICISM

CHAPTER 12 Crisis Management

PEOPLE-CENTRIC SKILLS IN THIS CHAPTER

KEY WORDS

Epilogue

Appendix. EMOTIONAL INTELLIGENCE SELF-ASSESSMENT

CHAPTER 2: PEOPLE-CENTRIC SKILLS

PLAUSIBLE DENIABILITY

CHAPTER 3: PEOPLE-CENTRIC SKILLS. Emotional Intelligence

EQ Self-Appraisal

Self-Management

Self-Awareness

Self-Regulation

Use Emotions to Facilitate Thinking

Gaining Control

Using Coping Thoughts

Understand Emotions and How to Manage Them in the Workplace

Role of Emotional Intelligence at Work

Social Proficiencies

Disagreeing Constructively

CHAPTER 5: PEOPLE-CENTRIC SKILLS. Mode of Communication

CHAPTER 6: PEOPLE-CENTRIC SKILLS. Change Management

Five Natural Reactions to Change

Integral Steps to Help Employees and Leaders Become More Resilient

CHAPTER 7: PEOPLE-CENTRIC SKILLS

Building Rapport

Five Language Registers/Styles

Body Language: Gesture Cluster

Interest/Attentive

Boredom/Defensive/Lack of Interest

Surprise/Frustration:

Neurolinguistic Programming

Presentation Preparation. Identifying the Audience

Audience Profile/Questionnaire

Keys to Public Speaking

CHAPTER 8: PEOPLE-CENTRIC SKILLS

Building Trust

CHAPTER 9: PEOPLE-CENTRIC SKILLS. 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

How to Lose an Audience in the First Two Minutes

Flexibility Is Key!

Reading Body Language. Head

Movement and Position

Eyebrows

Eyes. It's All in the Eyes

Nose

Mouth

Facial Expressions

Hands

Arms/Legs

Feet

Openness

Defensiveness

Evaluation

Nervousness

Boredom/Impatience

Body Language Mistakes. Poor Posture

Invading Personal Space

Communicating with Power

CHAPTER 10: PEOPLE-CENTRIC SKILLS. Remembering Names

Answering Questions That Sound Like an Attack

CHAPTER 11: PEOPLE-CENTRIC SKILLS. The Feedback Sandwich

Providing Constructive Criticism

Using Silence to your Advantage

CHAPTER 12: PEOPLE-CENTRIC SKILLS. Crisis Management

Which Is More Harmful?

NOTES

About the Author

Index

WILEY END USER LICENSE AGREEMENT

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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.

.....

With such tension as a backdrop to the internal auditor walking in the door, first impressions with our engagement clients go a long way toward establishing how they perceive our profession. If a team of auditors comes in the door with a no-nonsense and standoffish attitude, demanding records and pontificating about independence and objectivity, the lasting impression will not be a positive one. This is why building our soft skills—those skills that help us connect on a personal level—is critical to our success.

People-Centric Skills: Interpersonal and Communication Skills for Financial Professionals, 2nd edition, goes a long way toward getting us there.

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