Communication Essentials For Financial Planners

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Communication Essentials For Financial Planners

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Author : John E. Grable
language : en
Publisher: John Wiley & Sons
Release Date : 2017-02-21

Communication Essentials For Financial Planners written by John E. Grable and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-02-21 with Business & Economics categories.

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 needs The 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.

The Financial Professional S Guide To Communication

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Author : Robert L. Finder
language : en
Publisher: FT Press
Release Date : 2012-10-18

The Financial Professional S Guide To Communication written by Robert L. Finder and has been published by FT Press this book supported file pdf, txt, epub, kindle and other format this book has been release on 2012-10-18 with Business & Economics categories.

Today, financial clients are profoundly skeptical. They’ve been burned. Their consultants and advisors talk too much, use too much confusing technical jargon, work from too many boilerplate scripts, repeat too many generic caveats and useless disclaimers. Above all, clients say, their advisors don’t listen well, and don’t link their own needs and views to the recommendations they present. To succeed in today’s radically new environment, financial advisors must first transform the way they communicate. In The Financial Professional’s Guide to Communication, one of the world’s leading experts on the financial client relationship shows them how to do precisely that. Drawing on his experience training elite financial professionals worldwide, Bob Finder shows how to actively listen, speak plainly with precision and passion, and engage clients with uncommon effectiveness. Finder demonstrates how to focus relentlessly on what matters most to each individual client, and then deliver intensely relevant recommendations with clarity and impact, in your own voice. You’ll learn how to bring imagination, creativity, and even entertainment to your presentations and conversations, and use constructive criticism to keep improving with every new client meeting. Using these proven techniques, you can deliver truly extraordinary levels of professionalism and service, gain the powerful new competitive edge you’re desperately searching for – and earn equally powerful rewards for yourself.

Communication Essentials The Tools You Need To Master Every Type Of Professional Interaction

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Author : TREY. GUINN
language : en
Publisher: McGraw-Hill Companies
Release Date : 2022-10-25

Communication Essentials The Tools You Need To Master Every Type Of Professional Interaction written by TREY. GUINN and has been published by McGraw-Hill Companies this book supported file pdf, txt, epub, kindle and other format this book has been release on 2022-10-25 with Business & Economics categories.

One of the first books in McGraw Hill's NEW Business Essentials Series--providing savvy strategies and specific action steps to improve business communication skills for today's new world of work Packed with colorful illustrations, insights, anecdotes, exercises, Essential Takeaways to wrap up each chapter, and personalized tips for communicating effectively in today's new world of work--Communication Essentials delivers a straightforward and timely guide to improving the most important business (and life) skill of all. No matter how great your knowledge, expertise or experience, poor communication skills can unknowingly diminish your opportunities to advance your career goals and build critical relationships. To achieve your best, both personally and professionally, improving these skills is absolutely essential--and expertly covered in Communication Essentials. Following the three parts of the Business Essentials Series--The Essentials, The Essentials Applied, and Beyond the Essentials--Trey Guinn takes you step-by-step through the communication process, from understanding the importance of clear communication to specific, goal-based strategies to improve your skills. You'll find hands-on advice on how to: Develop content (Hint: It's not about "What do I want to say?") Be the message, not merely the messenger Present yourself as confident (not cocky) and cool (not callous) Communicate your way into a job (networking, interviewing, and more) Communicate on the job (better meetings, presentations, executive presence, and more)

Skills That Succeed

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Author : Russell Collins
language : en
Publisher:
Release Date : 2015-05-06

Skills That Succeed written by Russell Collins and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-05-06 with categories.

With over 40 years' experience in the industry, Russell Collins knows that the top professional advisers are successful because of their persuasive talents. Through the exercise of those talents they encourage people to reach decisions that they know are best, but about which they would prefer to procrastinate. Russell also believes there is a major flaw in the training of new advisers entering the industry. Within the training process there is an overemphasis on product and technical knowledge and a severe under-emphasis on communication skills. 'Skills that Succeed' is about the basics of selling risk insurance, especially life insurance. The common denominator in each of these basics is "communication," especially as it relates to: The importance of preparation: how can you separate yourself from your competitors from the outset? The fact-finding meeting: "What do you say after you say hello?" The importance of the file note, and what to do with the information in the file note How to assemble and make great presentations How to get the case through underwriting Specific sales concepts for both the personal and business owner markets There is a danger that many who are new to the industry may believe that the more qualifications an adviser possesses, the more successful they will become, but this is not the case. Success is based on communication, which is an art, not a science. RUSSELL COLLINS Dip LI Russell spent 40 years as a Financial Adviser specialising in risk insurance. Since his retirement as an adviser in June 2010, he has maintained his interest in the financial services industry by sharing his knowledge through individual mentoring, one-day workshops and speaking at national and international industry conferences and other events. His experience in his early years in the personal market, and in his later years in the business owner market, has given him a wide area of expertise which has proven easily transferable to willing listeners interested in investing in their businesses. "

The Fundamentals Of Writing A Financial Plan First Edition Revised

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Author : John E. Grable
language : en
Publisher:
Release Date : 2019-01-16

The Fundamentals Of Writing A Financial Plan First Edition Revised written by John E. Grable and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-01-16 with Finance, Personal categories.

The Fundamentals of Writing a Financial Plan, 1st Edition provides a new and unique approach to helping aspiring financial planners write a comprehensive financial plan. The book outlines how the CFP Board of Standards, Inc. newly-revised 7-step systematic financial planning process can be applied when writing a comprehensive financial plan for an individual or family. The book not only highlights various elements involved in comprehensive financial planning, including estate, tax, cash flow, education planning, and much more - but also introduces important behavioral perspectives and communication techniques. As a way to synthesize these pieces and learn how the plan writing process unfolds, students follow a running case--the Hubble family. This book features: A thorough review of the new 7-step systematic financial planning process. A description of the regulatory environment in which every financial planner operates. An in-depth discussion of client communication and counseling techniques. Financial planning strategies that can be applied to a variety of clients and client circumstances. A chapter-by-chapter focus on analytical tools and techniques that can be used to evaluate client data. An example of a complete written financial plan with explanations about how analyses lead to the recommendations. Chapter-based learning aids, including access to a fully integrated Financial Planning Analysis Excel(tm) package and other online support materials, including video examples of client communication and counseling strategies. Instructions on how to do calculations essential to creating a financial plan. Numerous self-test questions to test comprehension of material.

The Art Of Practicing And The Art Of Communication In Financial Planning

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Author : Harold Evensky
language : en
Publisher: SAGE Publications Pvt. Limited
Release Date : 2017-10-10

The Art Of Practicing And The Art Of Communication In Financial Planning written by Harold Evensky and has been published by SAGE Publications Pvt. Limited this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-10-10 with Business & Economics categories.

The Art of Practicing and the Art of Communication in Financial Planning is a rare collection of 80 essays on what constitutes the art of practicing financial planning and the art of communication in financial planning. The contributors represent the best brains in the financial planning profession. The insightful articles will help planners to effectively use their technical skills toward ensuring their clients’ financial success and well-being. The book can be used as a supplement to Practicing Financial Planning: For Professionals and CFP® Aspirants (12th Edition) published in 2016 by SAGE Publications.

The Fundamentals Of Writing A Financial Plan 2nd Edition

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Author : John E. Grable
language : en
Publisher:
Release Date : 2022-08-10

The Fundamentals Of Writing A Financial Plan 2nd Edition written by John E. Grable and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2022-08-10 with categories.

The book not only highlights various elements involved in comprehensive financial planning, including estate, tax, cash flow, education planning, and much more-but also introduces important behavioral perspectives and communication techniques. As a way to synthesize these pieces and learn how the plan writing process unfolds, students follow a running case-the Hubble family. This title features: A thorough review of the new 7-step systematic financial planning process. A description of the regulatory environment in which every financial planner operates. An in-depth discussion of client communication and counseling techniques. Financial planning approaches that can be applied to a variety of clients and client circumstances. A chapter-by-chapter focus on analytical tools and techniques that can be used to evaluate client data. An example of a complete written financial plan with explanations about how analyses lead to the recommendations. Chapter-based learning aids, including access to a fully integrated Financial Planning Analysis Excel package and other online support materials, including video examples of client communication and counseling strategies. Instructions on how to do calculations essential to creating a financial plan. Numerous self-test questions to test comprehension of material. New in the 2nd Edition: Updated materials that address CFP Board's new Client Psychology learning outcomes. Videos that can be used to illustrate client communication and counseling techniques. Revised and expanded test bank. Updated Excel package. Topics Covered: CFP Board's 7-step financial planning process. Step-by-step guide to formulating a financial plan and presenting it to a client. Guides for different types of financial planning such as life insurance planning, long-term care insurance planning, and retirement planning. Comprehensive Hubble case. And More! See the "Table of Contents" section for a full list of topics

Psychology Of Financial Planning

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Author : Brad Klontz
language : en
Publisher: John Wiley & Sons
Release Date : 2022-09-27

Psychology Of Financial Planning written by Brad Klontz and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2022-09-27 with Business & Economics categories.

Psychology of Financial Planning: The Practitioner’s Guide to Money and Behavior In PSYCHOLOGY OF FINANCIAL PLANNING: The Practitioner’s Guide to Money and Behavior, distinguished authors Drs. Brad Klontz, CFP®, Charles Chaffin, and Ted Klontz deliver a comprehensive overview of the psychological factors that impact the financial planning client. Designed for both professional and academic audiences, PSYCHOLOGY OF FINANCIAL PLANNING is written for those with 30 years in practice as well as those just beginning their journey. With a focus on how psychology can be applied to real-world financial planning scenarios, PSYCHOLOGY OF FINANCIAL PLANNING provides a much-needed toolbox for practicing financial planners who know that understanding their client’s psychology is critical to their ability to be effective. The PSYCHOLOGY OF FINANCIAL PLANNING is also a much-needed resource for academic institutions who now need to educate their students in the CFP Board’s newest category of learning objectives: psychology of financial planning. Topics include: Why we are bad with money Client and planner attitudes, values, & biases Financial flashpoints, money scripts, and financial behaviors Behavioral finance Sources of money conflict Principles of counseling Multicultural competence in financial planning General principles of effective communication Helping clients navigate crisis events Assessment in financial planning Ethical considerations in the psychology of financial planning Getting clients to take action Integrating financial psychology into the financial planning process PSYCHOLOGY OF FINANCIAL PLANNING goes beyond just theory to show how practitioners can use psychology to better serve their clients. The accompanying workbook provides exercises, scripts, and workshop activities for firms and practitioners who are dedicated to engaging and implementing the content in meaningful ways.

Investor Behavior

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Author : H. Kent Baker
language : en
Publisher: John Wiley & Sons
Release Date : 2014-02-10

Investor Behavior written by H. Kent Baker and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2014-02-10 with Business & Economics categories.

WINNER, Business: Personal Finance/Investing, 2015 USA Best Book Awards FINALIST, Business: Reference, 2015 USA Best Book Awards Investor Behavior provides readers with a comprehensive understanding and the latest research in the area of behavioral finance and investor decision making. Blending contributions from noted academics and experienced practitioners, this 30-chapter book will provide investment professionals with insights on how to understand and manage client behavior; a framework for interpreting financial market activity; and an in-depth understanding of this important new field of investment research. The book should also be of interest to academics, investors, and students. The book will cover the major principles of investor psychology, including heuristics, bounded rationality, regret theory, mental accounting, framing, prospect theory, and loss aversion. Specific sections of the book will delve into the role of personality traits, financial therapy, retirement planning, financial coaching, and emotions in investment decisions. Other topics covered include risk perception and tolerance, asset allocation decisions under inertia and inattention bias; evidenced based financial planning, motivation and satisfaction, behavioral investment management, and neurofinance. Contributions will delve into the behavioral underpinnings of various trading and investment topics including trader psychology, stock momentum, earnings surprises, and anomalies. The final chapters of the book examine new research on socially responsible investing, mutual funds, and real estate investing from a behavioral perspective. Empirical evidence and current literature about each type of investment issue are featured. Cited research studies are presented in a straightforward manner focusing on the comprehension of study findings, rather than on the details of mathematical frameworks.

Financial Public Relations

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Author : Pat Bowman
language : en
Publisher: Boston Publishing Company
Release Date : 1993

Financial Public Relations written by Pat Bowman and has been published by Boston Publishing Company this book supported file pdf, txt, epub, kindle and other format this book has been release on 1993 with Banks and banking categories.

Financial Public Relations tackles the areas of concerns in the practice of financial communications. The book is comprised of 13 chapters; each chapter deals with the issues faced by public relations professionals. The coverage of the text includes the company's relationship to various parties (media, investors, and employees); the ethical concerns of the financial services industry; and the implications of the internationalization of financial markets. The book also discusses the pros and cons of an in-house public relations staff and consultants. Case studies of four different companies tha.