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 Boards 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 theyre 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(R) certification.
Counseling is a central part of a financial planners 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 clients needs
The modern financial planning practice is more than just mathematics and statistical analysisat 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.
Author: John E. Grable, Joseph W. Goetz
Binding Type: Hardcover
Publisher: Wiley
Published: 02/21/2017
Pages: 240
Weight: 1lbs
Size: 9.10h x 6.10w x 1.10d
ISBN: 9781119350781
Language: English
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