For Investing Success, Know Your Goals

To invest wisely, it's important to identify your goals. Northern Trust's Katherine Nixon explains.

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  • Lauren Serota on How to Build Relationship Rapport and Trust

    In Chapter 8 of 21 in her 2013 Capture Your Flag interview, creative director and educator Lauren Serota answers "How Do You Establish Trust When Building Relationships?" Serota shares how she has learned to build rapport, as trust is called in research terms, with others through being honest and inquisitive. She shares how defining what trust means depends on the context of a relationship. She uses trust-building examples from her fiancee personal relationship and ones from work.

  • Geoff Hamm on Building Business Relationship Trust

    In Chapter 4 of 20 in his 2014 Capture Your Flag interview, mobile business executive Geoff Hamm answers "How Do You Establish Trust When Building Relationships?" For Hamm, it starts with finding mutual connections to establish credibility and transparency. To build trusted business relationships over time, Hamm relies on consistency, accountability, and honesty, especially when a situation does not go as planned. Geoff Hamm is a business development executive and VP Strategic Alliances.

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    In Chapter 10 of 14 in his 2013 Capture Your Flag interview, creative director and brand marketer Doug Jaeger answers "How Do You Establish Trust When Building Relationships?" He shares how consistency and reliability translate into trust and commitment. Building trust working with clients teaches Jaeger the importance of giving away ideas for free and also when to ask to get paid for your work. He shares how giving away ideas in ideation and brainstorming sessions has helped him add structure.

  • Yoav Gonen on How to Establish Trust When Building Relationships

    In Chapter 12 of 19 in his 2013 Capture Your Flag interview, New York City reporter Yoav Gonen answers "How Do You Establish Trust When Building Relationships?" A key part of Gonen's newspaper reporting job is building trust working with sources. To earn trust, Gonen tells potential sources that he must be trusting to do his job well. Letting sources down and going back on his word would hurt his reputation for fair reporting and jeopardize his job security and career.

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    In Chapter 10 of 21 in her 2013 Capture Your Flag interview, education software company executive Leslie Kerner answers "How Do You Establish Trust When Building Relationships?" First and foremost, Kerner advises you do what you say you will do and make good on your promises or commitments. By being reliable, people will believe in your ability to deliver and trust you more. Leslie Kerner is Senior Vice President and General Manager for the Professional Services group at Amplify.

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  • Tricia Regan on How to Establish Trust When Building Relationships

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  • Conrad Doucette on Giving Better Advice When Asked for Help

    In Chapter 17 of 17 in his 2013 Capture Your Flag interview, musician and digital strategist Conrad Doucette answers "How Have You Learned to Give Better Advice When People Ask You For Help?" Doucette puts himself in the shoes of the person asking for advice. In his younger years he would have dispensed advice based on his point of view rather than the perspective of the person asking for advice. Conrad Doucette is a Brooklyn musician and the drummer for the band Takka Takka.

  • Most Advisers Aren't Afraid of "Robo" Advice

    Online investment services aren't just for young clients and low-balance accounts; "robo" advice can help any wealth advisory firm grow, says Bernie Clark, the head of Schwab Adviser Services. "Robo" advice is complementary and an opportunity, Mr. Clark says.

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    5 remarkable women share their stories in Glamour’s new series, “The Making of Me.” Whether you’re starting over or starting your own business, trying to balance work and motherhood, or searching to uncover your true passion in live, you’ll find inspiration and advice as these women reveal their journey to becoming who they are today.

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