What are the best strategies for becoming a more effective listener in Financial Management?

Practice Active Listening: This goes beyond simply hearing the words being spoken. It involves paying close attention to both verbal and nonverbal cues, such as body language, tone of voice, and facial expressions. By actively listening, you can pick up on underlying emotions, concerns, and unspoken needs. Don't be afraid to ask questions to ensure you fully understand what the client is saying. Use open-ended questions that encourage elaboration and avoid interrupting or jumping to conclusions. Show genuine interest in the client's situation and financial goals. Acknowledge their feelings and concerns, and avoid making judgments or assumptions. Put away your phone, close unnecessary tabs, and find a quiet space to have the conversation.

Prepararse, es una etapa fundamental, sino estamos involucrados perfectamente en lo que significa la operación de seguro saldrán soluciones estratégicas, pero muchas veces que no pueden ser ejecutadas por problemas operativos, es por eso ue debo preparame en conocer cada detalle antes de tomar una posición en cada caso.

The first rule to follow is developing an interest in the topic whether is part of your tasks, it is a new topic or a challenge you need to take on. Do some research if this is your first time. This focus will help you be receptive. Apply the technique "sponge".

Escucha activa, es un proceso de aprendizaje, esto no se estudia es una vivencia, cada experiencia nos enseña que debemos ser más de escucha que de habla, puesto que es la única manera de entender por donde vienen las raíces de un problema o dilema.

You need to engage the speaker in a conversation or exchange of questions / comments. For this, you need to make sure the speaker is indeed interested in being listened. You never disregard the topic in discussion. There is a reason why you are there. Try to build a case by listening and pair it with your activities if that is a new topic then better, you got more homework to do.

Son buenos consejos, pro muchos veces debimos desarrollar el dominio propio par escuchar pesar de las barreras, en la práctica del día a día, en muchos casos hay hacerlo a pesar de las circunstancias.

No speaker if perfect. Sometimes we may have a bad day. There is got be something valuable in the topic of the material shared. Forget the speaker and find a link between what is being said and presented with your needs. Never think of a lost battle.

Totalmente de acuerdo, el seguimiento continuo es parte de formar un equipo de confianza y demuestra nuestro interés por el otro.

Again, understand if this a topic of your own interest or it is a task you will need to accomplish in your job. Both situations make sense to analize, discuss and look up for other similar materials. One speaker or one set of materials is fine, but might not be the whole truth. You need to spend your own time in your own tasks and then get out and talk to other people about your findings. You need to meet others too. This is a gain to improve your understanding of the topic.