4. I worked on finance at Drexel Burnham, then tax consulting at KPM early in my career. My managing partners’ expectations of me were the same as they had for senior staff. I learned quickly to carry myself in the same manner: There were never excuses, only direct answers, we had to own the responsibility of our work, good and bad.
The more I was direct and communicated effectively, I had great success. It’s so important to work on communication skills in business and in everyday life. Get off your phones and devices, video games and group texts, and beef up on how to speak directly to clients and colleagues. Take some communication skills building and public speaking courses. Because of these experiences, I have fluid conversations in business without hesitation, and our clients, staff, vendors, etc., deeply appreciate it. —
Ian M. Weinberg, CFP, Family Wealth and Pension, Woodbury, New York