"Communication Essentials for Financial Planners. Strategies and Techniques" - это книга, которая поможет финансовым планировщикам улучшить свои навыки общения с клиентами. Авторы книги, которая является третьей в серии изданий CFP Board, сосредотачиваются на том, как построить продуктивные отношения с клиентами, используя техники и стратегии, основанные на академической теории. Книга содержит экспертное описание телодвижений, активного прослушивания, языковых сигналов и других методов, которые помогут понимать клиентов на более глубоком уровне и отвечать на их потребности. В книге также представлены упражнения на практику и видеоматериалы, демонстрирующие хорошие и плохие примеры общения в контексте финансового планирования.
Авторы утверждают, что эффективное общение является ключевым фактором успеха в работе финансового планировщика, и предоставляют практические инструкции по применению этих техник. Книга поможет научиться читать язык тела, правильно слушать клиентов и настраивать свое общение в соответствии с их потребностями. Это идеальный ресурс для любого финансового профессионала, работающего с клиентами, а также для студентов, которые готовятся к получению сертификата CFP®.
Современная практика финансового планирования требует не только математических навыков и статистического анализа, но и умения устанавливать доверительные отношения с клиентами. Книга "Communication Essentials for Financial Planners" предоставляет золотые стандарты для сертификации и дальнейшего успеха в профессии.
If you've never come across this book before, here's what I've got for you: **Exploring the human element of financial planning**. **Communication Essentials for Financial Planner**s tackles the counselling side of the practice to assist financial advisers cultivate more valuable client interactions. The author's third work and the first issue of the Company's "Financial Planning forager," **Deadline** supplies assistance in learning how to communicate more profoundly with outsiders and goes beyond "listening" to their expressions to actually listen and, in consequence, respond to them. It features staid review of non-verbal language, mental listening, survey words, and many other techniques, all based on severe study. A connected group of videos accounts both for good and extensive communication and counselling within the scope of financial advice. The synthesis of written instruction and hands-on instruction delivered by case assignments, this e-book offers an excellent resource for each client-facing monetary professional, as well as each learner on their trek to CFP certification title. Counselling is at the core of a finances adviser's salary history, and paying heed to interactional communication is one step in the direction of progress in this field; this manual provides precise trainers in the tested strategies that turn a swift financial adviser into a dominant one. Develop consumer relationships informed by honesty and confidence Learn how to decode nonverbal lingo and the messages not stated Dominate the art of mental listening to influence your clients to feel valued Adapt your communication to fit the requirements of an individual client These modern financial helping practices surpass not only mathematics and statistics analysis--but likewise, at their heart, they stand on trust, communications, and enthusiasm. Even though social aptitudes have always served as a crucial ingredient for competence, only lately has this facet received the respect it deserves from its incorporation in the approval process. **Essential deadlines for financial advisers** provides first-class advisory for accreditation and beyond touch.
Электронная Книга «Communication Essentials for Financial Planners. Strategies and Techniques» написана автором John Grable E. в году.
Минимальный возраст читателя: 0
Язык: Английский
ISBN: 9781119350798
Описание книги от John Grable E.
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.
