Discussion board | Applied Sciences homework help
- Stonehouse, R. (2014, September 15). And the winner is … The art of presenting awards: Practical tips & techniques. LinkedIn. Retrieved from https://www.linkedin.com/pulse/20140915144547-37280809-and-the-winner- is-the-art-of-presenting-awards-practical-tips-techniques
388 389 749 appendix I Interviewing Materials
- Sample Plan for an Informational Interview The following plan shows the kind of work that should occur before an interviewer and an interviewee sit down together. Every important interview requires the type of planning exhibited here to achieve its goals. As you read this account, notice that it follows the advice outlined in Chapter 6.
Analysis and research I know I’ll never build the kind of financial security I am seeking by relying only on the income I earn from my job. Investing successfully will be the path to financial success. I also know I’m very unsophisticated when it comes to investing, so I want to get a financial advisor who can teach me about the world of finance and help me set up and follow a plan. Picking a financial advisor is like choosing a doctor. Skill is important, but it’s not the only thing that matters. I need to find someone who has a personal style I’m comfortable with and whose philosophy matches mine. I also need to find someone who is willing to devote time to me even though I don’t have a great deal of money to invest … yet! I’ve compiled a list of possible advisors from friends, newspaper articles, and listings in the phone directory. I will call several of the people on this list to set up appointments for interviews. Goal To identify a financial planner with expertise in the field, whose investment philosophy matches mine, and who has a personal style I am comfortable with. 750 Interview strategy I will conduct interviews in the offices of each financial planner. Seeing where and how they do business will give me a good idea of my comfort level before asking any questions. On the one hand, seeing a shabby or disorganized office would cause me to doubt an advisor’s competence. On the other hand, a very plush office might make me wonder if I would be charged too much just to support a lavish lifestyle. I’m also interested in seeing how much time each person gives me for the interview. If the person is rushed when trying to get a new client, this could mean I won’t get the time or attention I need once my money is in the planner’s hands. I want to see how much each person lets me explain my concerns and how much each controls the conversation. I’m no financial expert, but I don’t like the attitude, “I’m the expert, so don’t waste time asking too many questions.” Because I would like someone who is willing to explain investing to me in a way I can understand, I’ll be looking for a good teacher. 390 Topics and questions The following list shows the questions I’m planning to ask in each topic area as well as follow-up questions I can anticipate asking. I’m sure there will be a need for other secondary questions, but I can’t predict all of them. I’ll have to think of them on the spot. Topic A: Expertise in Investments and Financial Planning [This series of open questions explores the interviewee’s qualifications and provides an opportunity for the the financial planner to talk about himself or herself.]