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Book Cover
Author Grable, John E., author

Title Communication essentials for financial planners : strategies and techniques / John E. Grable, Joseph W. Goetz
Published Hoboken, New Jersey : John Wiley & Sons, Inc., [2017]


Description 1 online resource
Series Online access with DDA: Askews (Economics)
Contents An introduction to applied communication -- Structuring the process of interpersonal communication -- Structuring the process of communication through the office environment -- Listening skills -- Questioning -- Nondirective communication -- Directive communication -- Trust, culture, and communication taboos -- Politeness and sensitivity in communicating with a broad range of clients -- Financial planning, a sales perspective -- Solutions
Summary 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
Bibliography Includes bibliographical references and index
Notes Print version record and CIP data provided by publisher
Subject Financial planners.
Interpersonal communication.
Interpersonal relations.
Investment advisor-client relationships.
BUSINESS & ECONOMICS -- Industrial Management.
BUSINESS & ECONOMICS -- Management Science.
BUSINESS & ECONOMICS -- Organizational Behavior.
Financial planners
Interpersonal communication
Interpersonal relations
Investment advisor-client relationships
Genre/Form examination study guides.
Study guides
Study guides.
Guides de l'├ętudiant.
Form Electronic book
Author Goetz, Joseph W. (Professor of financial planning), author.
LC no. 2017016280
ISBN 9781119350798