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Communication Essentials for Financial Planners

Communication Essentials for Financial Planners
Author: John E. Grable
Publisher: John Wiley & Sons
Total Pages: 244
Release: 2017-02-21
Genre: Business & Economics
ISBN: 1119350786
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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.

Communication Essentials for Financial Planners

Communication Essentials for Financial Planners
Author: John E. Grable
Publisher: John Wiley & Sons
Total Pages: 240
Release: 2017-02-02
Genre: Business & Economics
ISBN: 1119350778
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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

The Financial Professional's Guide to Communication
Author: Robert L. Finder
Publisher: FT Press
Total Pages: 209
Release: 2012-10-18
Genre: Business & Economics
ISBN: 0133017915
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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.

The Financial Professional's Guide to Communication

The Financial Professional's Guide to Communication
Author: Robert L. Finder
Publisher: Pearson Education
Total Pages: 209
Release: 2013
Genre: Business & Economics
ISBN: 0133017907
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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.

CFP Board Financial Planning Competency Handbook

CFP Board Financial Planning Competency Handbook
Author: CFP Board
Publisher: John Wiley & Sons
Total Pages: 945
Release: 2015-07-09
Genre: Business & Economics
ISBN: 1119094984
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The official CFP guide for career excellence CFP Board Financial Planning Competency Handbook is the essential reference for those at any stage of CFP certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely new section devoted to the interdisciplinary nature of financial planning. You'll gain insights from diverse fields like psychology, behavioral finance, communication, and marriage and family therapy to help you better connect with and guide your clients, alongside the detailed financial knowledge you need to perform to the highest expectations as a financial planner. The only official CFP Board handbook on the market, this book contains over ninety chapters that are essential for practitioners, students, and faculty. Whether a practitioner, student, or faculty member, this guide is the invaluable reference you need at your fingertips. Comprehensive, clear, and detailed, this handbook forms the foundation of the smart financial planner's library. Each jurisdiction has its own laws and regulations surrounding financial planning, but the information in this book represents the core body of knowledge the profession demands no matter where you practice. CFP Board Financial Planning Competency Handbook guides you from student to practitioner and far beyond, with the information you need when you need it.

Investor Behavior

Investor Behavior
Author: H. Kent Baker
Publisher: John Wiley & Sons
Total Pages: 645
Release: 2014-02-10
Genre: Business & Economics
ISBN: 1118492986
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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.

Fundamentals of Financial Planning

Fundamentals of Financial Planning
Author: Michael A. Dalton
Publisher:
Total Pages: 776
Release: 2011
Genre: Finance, Personal
ISBN: 9781936602032
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Financial Counseling

Financial Counseling
Author: Dorothy B. Durband
Publisher: Springer
Total Pages: 235
Release: 2018-10-16
Genre: Social Science
ISBN: 3319725866
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"This text is a valuable new resource that we recommend for all of our professionals and are proud to incorporate as part of our AFC® certification program. With expertise representing the breadth and depth of the financial counseling profession, the content in this text provides you with a rigorous foundation of knowledge, considers critical theoretical models, and explores foundational skills of communication, self-awareness, and bias. This type of comprehensive approach aligns with our mission and vision—providing you with the foundational knowledge to meet clients where they are across the financial life-cycle and impact long-term financial capability." -Rebecca Wiggins, Executive Director, AFCPE® (Association for Financial Counseling and Planning Education®) This timely volume presents a comprehensive overview of financial counseling skills in accessible, practical detail for readers throughout the career span. Expert financial counselors, educators, and researchers refer to classic and current theories for up-to-date instruction on building long-term client competence, working with clients of diverse backgrounds, addressing problem financial behavior, and approaching sensitive topics. From these core components, readers have a choice of integrated frameworks for guiding clients in critical areas of financial decision-making. This essential work: · Offers an introduction to financial counseling as a practice and profession · Discusses the challenges of working in financial counseling · Explores the elements of the client/counselor relationship · Compares delivery systems and practice models · Features effective tools and resources used in financial counseling · Encourages counselor ethics, preparedness, and self-awareness A standout in professional development references, Financial Counseling equips students and new professionals to better understand this demanding field, and offers seasoned veterans a robust refresher course in current best practices.

Financial Planning Essentials

Financial Planning Essentials
Author: Warren McKeown
Publisher:
Total Pages:
Release: 2020-09-25
Genre:
ISBN: 9780730385738
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Offering all the essentials of financial planning, Financial Planning Essentials delivers concise, relatable, relevant and curriculum-aligned content carefully tailored to first-year undergraduate students. Students will be inspired, rather than saturated, by information on how to advise their future clientele about investment decisions throughout their lifetime, and how this advice fits into the broader multi-disciplinary context (tax, psychology, law, accounting, etc.). Financial Planning Essentials will walk students through the fundamental conceptual and technical information required of financial planners, so that they feel both prepared and enthusiastic about their future careers. This edition also features Wiley's Future Skills Guide, a unique tool which provides expert and practical advice on career preparedness making for more future-ready graduates.

The Art of Practicing and the Art of Communication in Financial Planning

The Art of Practicing and the Art of Communication in Financial Planning
Author: Harold Evensky
Publisher: SAGE Publications Pvt. Limited
Total Pages: 0
Release: 2017-10-10
Genre: Business & Economics
ISBN: 9789386446886
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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.