Robert L. Finder

Why I Wrote This Book by Robert L. Finder, Jr.

"Remember, those who can do; those who can't teach." -- George Bernard Shaw, Man and Superman, 1903

While this often quoted idiom is disparaging to teachers, I mean absolutely no disrespect. I want you to know that the subjects I write about in The Financial Professional's Guide To Communication are the product - regrettably at times - of my personal enrollment in the school of hard-knocks. I've made all the mistakes and spent many a sleepless night wondering what went wrong and what could I do to improve? I realized I wasn't alone, but rather I had plenty of company - I was surrounded by masses of bad communicators in all professions. But I also noticed that there were also some great communicators in all areas of endeavor and walks of life - politics, religion, the arts and sciences, even in financial services and, of course, in academia.

I've been extremely fortunate to have worked with some of the most interesting (and challenging) financial professionals and clients throughout the world. Each of those experiences has taught me a great deal and I have tried and remain dedicated to paying-it-forward by sharing with my fellow financial professionals and anyone who wants to be a better communicator the skills, techniques and principles to do so.

Robert L. Finder, Jr. is a Managing Director for a national financial services firm, working closely with financial professionals to develop wealth management solutions for high net worth individuals and their families, businesses, institutions, and retirement funds. He was previously Executive Director of Wealth Management Solutions at Prudential Investments in Newark, NJ, and also served as National Sales Manager for the Managed Accounts Consulting Group. Mr. Finder was President and Chief Executive Officer of Johnson Heritage Trust Company in Racine, WI, and Landmark Trust Company in St. Louis, MO. Prior to that, he practiced estate planning and tax law.

Robert Finder earned the designations of Certified Investment Management Analyst (CIMA) and Certified Investment Strategist (CIS) from the Investment Management Consultants' Association. Mr. Finder holds a B.A. in international relations from Memphis State University and a J.D. and LL.M. in taxation from Washington University School of Law.