People-Centric Skills

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Enhance your career as a financial professional by honing your interpersonal and communication skills. This second edition presents the fictional journey of Dalton Zimmer, an executive coach and public speaker, who balances his professional and personal life while offering coaching strategies for navigating challenging client situations. The narrative emphasizes the importance of clear communication and critical thinking, essential for success in any professional setting. With the rise of Generation Z in the workforce, the widening communication gap between them and older generations, such as Boomers and Generation X, is addressed, providing insights on bridging these differences. This edition includes new discussions on generational communication, equipping you to engage effectively with diverse clients and associates. By focusing on people-centric leadership, you can improve your soft skills and become more adept in your role as a CPA, auditor, financial planner, or other financial professional. This book serves as a valuable resource for developing the essential skills needed to thrive in today’s dynamic business environment.