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Joseph Chott – SVP, Brown Brothers Harriman: Generational and Financial Communication Strategies

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Two topics are sure to make a room uncomfortable – politics and money. This week Laura explores who and why we trust people with vulnerable topics with private banking expert Joseph Chott. Joe’s experience developing relationships with powerful people has given him incredible experiences in having difficult conversations about financials, customizing investment plans to align with personal beliefs, and communicating expertise and advice from one generation to the next.

During this conversation, Joe shares why he’s focusing on improving his follow-up, encouraging simplicity in financial conversations, and why every difficult conversation deserves a phone call.

 

Here are a few things you’ll learn during this conversation:

  • Why leaders of large companies struggle with elevator pitches
  • The problem with delivering too much context too quickly
  • How to avoid “the Expert’s Curse”
  • A simple strategy for understanding the nuance of presenting an opinion

 

During the 24 Hour Influence Challenge Joe challenges himself to “upgrade” his 30-second elevator pitch and Laura shares simple ways to pique interest and encourage further conversation. 

Joseph Chott, CFA is the Senior Vice President at Brown Brothers Harriman. A Relationship Manager in the Philadelphia office, Joe works with high-net-worth clients, business owners, endowments, and foundations.

Prior to joining the firm in 2014, Joe was a Team Leader in the corporate banking group for M&T Bank.

Joe is a board member of the Catholic Foundation of Greater Philadelphia, Business Leadership Organized for Catholic Schools, North Light Community Center, and the Risk Management Association of Philadelphia. He is a graduate of Villanova University and a CFA Charterholder.

 

You can learn more about Joe in the following ways:

LinkedIn: https://www.linkedin.com/in/joseph-chott-b88b2812/

Email: joseph.chott@bbh.com

Website: https://www.bbh.com/us/en.html

 

To learn more about Dr. Laura Sicola and how mastering influence can impact your success go to https://www.speakingtoinfluence.com/quickstart and download the quick start guide for mastering the three C’s of influence.

 

You can connect with Laura in the following ways:

LinkedIn: https://www.linkedin.com/in/drlaurasicola

LinkedIn Business Page: https://www.linkedin.com/company/vocal-impact-productions/

YouTube: https://www.youtube.com/channel/UCWri2F_hhGQpMcD97DctJwA

Facebook: Vocal Impact Productions

Twitter: @Laura Sicola 

Twitch: https://www.twitch.tv/vocalimpactproductions

Instagram: @VocalImpactProductions

See omnystudio.com/listener for privacy information.

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