Insights

Intellectual Capital

Poinciana is committed to staying up to date with the latest financial trends and academic research. We have strategic relationships with some of the most preeminent individuals in academia and leverage our relationships to provided best-in-class institutional research for our clients

Are you a Complainer, Consumer or Contributor in the workplace? In Adam Grant’s book, Give and Take, he differentiates between three types of people–Givers, Matchers and Takers–categorizations that have implications in both our personal and professional lives. But as an educator–and student–in the realm of financial advisory development, it struck me that Grant’s triumvirate may have an analogous trio of traits that accurately describes our posture toward learning how to be better professionals. (And people.)