Communication Essentials for Financial Planners

Communication Essentials for Financial Planners - John E. Grable, Joseph W. Goetz | Karta-nauczyciela.org PDF, TXT, FB2. EPUB. MOBI. The book was written on 2021. Look for a book on karta-nauczyciela.org.

INFORMATION

AUTHOR
John E. Grable, Joseph W. Goetz
DIMENSION
8,5 MB
FILE NAME
Communication Essentials for Financial Planners.pdf
ISBN
9883271825132

DESCRIPTION

Exploring the Human Element of Financial Planning Communication Essentials for Financial Planners tackles the counseling side of practice to help financial planners build more productive client relationships. CFP Board's third book and first in the Financial Planning Series, Communication Essentials will help you learn how to relate to clients on a more fundamental level, and go beyond "hearing" their words to really listen and ultimately respond to what they're saying. Expert coverage of body language, active listening, linguistic signals, and more, all based upon academic theory. There is also an accompanied set of videos that showcase both good and bad communication and counseling within a financial planning context. By merging written and experiential learning supplemented by practice assignments, this book provides an ideal resource for any client-facing financial professional as well as any student on their pathway to CFP® certification. Counseling is a central part of a financial planner's practice, and attention to interpersonal communication goes a long way toward progressing in the field; this guide provides practical instruction on the proven techniques that make a good financial planner great.Build client relationships based on honesty and trust Learn to read body language and the words not spoken Master the art of active listening to help your clients feel heard Tailor your communications to suit the individual client's needsThe modern financial planning practice is more than just mathematics and statistical analysis—at its heart, it is based on trust, communication, and commitment. While interpersonal skills have always been a critical ingredient for success, only recently has this aspect been given the weight it deserves with its incorporation into the certification process. Communication Essentials for Financial Planners provides gold-standard guidance for certification and beyond.

Grable and Joseph W. Goetz see it, in their new book, Communication Essentials for Financial Planners: Strategies and Techniques, "Selling financial planning products and services... Communication Essentials for Financial Planners by John E.

Communication Essentials for Financial Planners tackles the counseling side of practice to help financial planners build more productive client relationships.CFP Board's third book and first in the Financial Planning Series, Communication Essentials will help you learn how to relate to clients on a more fundamental level ... Communication Essentials for Financial Planners tackles the counseling side of practice to help financial planners build more productive client relationships. CFP Board's third book and first in the Financial Planning Series, Communication Essentials will help you learn how to relate to clients on a more fundamental level, and go beyond "hearing" their words to really listen and ultimately ... Communication Essentials for F...

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