Detalles MARC
| 000 -LEADER |
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05432cam a22006738i 4500 |
| 001 - CONTROL NUMBER |
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ocn971587979 |
| 003 - CONTROL NUMBER IDENTIFIER |
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OCoLC |
| 005 - DATE AND TIME OF LATEST TRANSACTION |
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| control field |
20220131142427.0 |
| 006 - FIXED-LENGTH DATA ELEMENTS--ADDITIONAL MATERIAL CHARACTERISTICS |
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m d |
| 007 - PHYSICAL DESCRIPTION FIXED FIELD--GENERAL INFORMATION |
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cr ||||||||||| |
| 008 - FIXED-LENGTH DATA ELEMENTS--GENERAL INFORMATION |
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| fixed length control field |
170403s2017 nju ob 001 0 eng |
| 010 ## - LIBRARY OF CONGRESS CONTROL NUMBER |
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| LC control number |
2017016280 |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER |
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| International Standard Book Number |
9781119350798 (pdf) |
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| International Standard Book Number |
1119350794 (pdf) |
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| International Standard Book Number |
9781119350774 (epub) |
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| International Standard Book Number |
1119350778 (epub) |
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| Canceled/invalid ISBN |
9781119350781 (cloth) |
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| International Standard Book Number |
9781119350804 |
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| International Standard Book Number |
1119350808 |
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| Canceled/invalid ISBN |
1119350786 |
| 035 ## - |
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| System control number |
1461634 |
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| System control number |
(OCoLC)971587979 |
| Canceled/invalid control number |
(OCoLC)971245983 |
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(OCoLC)971914795 |
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(OCoLC)972121583 |
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(OCoLC)972252986 |
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(OCoLC)972463610 |
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(OCoLC)980506408 |
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(OCoLC)980744678 |
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(OCoLC)981256560 |
| 037 ## - |
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| Stock number |
CL0500000844 |
| Source of stock number/acquisition |
Safari Books Online |
| 040 ## - CATALOGING SOURCE |
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| Original cataloging agency |
DLC |
| Language of cataloging |
eng |
| Description conventions |
rda |
| Transcribing agency |
DLC |
| Modifying agency |
YDX |
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N$T |
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EBLCP |
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IDEBK |
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DG1 |
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OCLCF |
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UPM |
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UMI |
| 042 ## - |
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| Authentication code |
pcc |
| 049 ## - LOCAL HOLDINGS (OCLC) |
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| Holding library |
MAIN |
| 050 10 - LIBRARY OF CONGRESS CALL NUMBER |
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| Classification number |
HG179.5 |
| Item number |
.G733 2017 |
| 072 #7 - |
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| Subject category code |
BUS |
| Subject category code subdivision |
082000 |
| Source |
bisacsh |
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| Subject category code |
BUS |
| Subject category code subdivision |
041000 |
| Source |
bisacsh |
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| Subject category code |
BUS |
| Subject category code subdivision |
042000 |
| Source |
bisacsh |
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| Subject category code |
BUS |
| Subject category code subdivision |
085000 |
| Source |
bisacsh |
| 082 00 - DEWEY DECIMAL CLASSIFICATION NUMBER |
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| Classification number |
332.6 |
| Edition number |
23 |
| 100 1# - MAIN ENTRY--PERSONAL NAME |
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| Personal name |
Grable, John E., |
| Relator term |
author. |
| 245 10 - TITLE STATEMENT |
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| Title |
Communication essentials for financial planners : |
| Remainder of title |
strategies and techniques / |
| Statement of responsibility, etc. |
John E. Grable, Joseph W. Goetz. |
| 264 #1 - |
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| Place of production, publication, distribution, manufacture |
Hoboken, New Jersey : |
| Name of producer, publisher, distributor, manufacturer |
John Wiley & Sons, Inc., |
| Date of production, publication, distribution, manufacture, or copyright notice |
[2017]. |
| 300 ## - PHYSICAL DESCRIPTION |
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| Extent |
1 online resource (206 pages). |
| 336 ## - CONTENT TYPE |
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| Content type term |
text |
| Content type code |
txt |
| Source |
rdacontent |
| 337 ## - MEDIA TYPE |
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| Media type term |
computer |
| Media type code |
n |
| Source |
rdamedia |
| 338 ## - CARRIER TYPE |
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| Carrier type term |
online resource |
| Carrier type code |
nc |
| Source |
rdacarrier |
| 490 1# - SERIES STATEMENT |
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| Series statement |
CFP Board financial planning series |
| 504 ## - BIBLIOGRAPHY, ETC. NOTE |
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| Bibliography, etc. note |
Includes bibliographical references and index. |
| 505 ## - FORMATTED CONTENTS NOTE |
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| Formatted contents note |
Introduction -- Chapter 1. An Introduction to Applied Communication -- Chapter 2. Structuring the Process of Interpersonal Communication -- Chapter 3. Structuring the Process of Communication through the Office Environment -- Chapter 4. Listening Skills -- Chapter 5. Questioning -- Chapter 6. Nondirective Communication -- Chapter 7. Directive Communication -- Chapter 8. Trust, Culture, and Communication Taboos -- Chapter 9. Politeness and Sensitivity in Communicating with a Broad Range of Clients -- Chapter 10. Financial Planning—A Sales Perspective -- Solutions -- About the Authors -- About the Companion Website -- Index. |
| 520 ## - SUMMARY, ETC. |
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| Summary, etc. |
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. |
| 588 ## - |
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| Source of description note |
Description based on print version record and CIP data provided by publisher; resource not viewed. |
| 590 ## - LOCAL NOTE (RLIN) |
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| Local note |
Master record variable field(s) change: 050, 082, 650 |
| 650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM |
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| Topical term or geographic name entry element |
Financial planners. |
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| Topical term or geographic name entry element |
Interpersonal communication. |
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| Topical term or geographic name entry element |
Interpersonal relations. |
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| Topical term or geographic name entry element |
Investment advisor-client relationships. |
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| Topical term or geographic name entry element |
Business communication. |
| Source of heading or term |
fast |
| Authority record control number or standard number |
(OCoLC)fst00842419 |
| 655 #4 - |
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| Genre/form data or focus term |
Electronic books. |
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| Genre/form data or focus term |
Handbooks and manuals. |
| Source of term |
fast |
| Authority record control number |
(OCoLC)fst01423877 |
| 700 1# - ADDED ENTRY--PERSONAL NAME |
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| Personal name |
Goetz, Joseph W. |
| Titles and other words associated with a name |
(Professor of financial planning), |
| Relator term |
author. |
| 776 08 - |
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| Relationship information |
Print version: |
| Main entry heading |
Grable, John E., author. |
| Title |
Communication essentials for financial planners |
| Place, publisher, and date of publication |
Hoboken, New Jersey : John Wiley & Sons, Inc., [2017] |
| International Standard Book Number |
9781119350781 |
| Record control number |
(DLC) 2017001119 |
| 830 #0 - SERIES ADDED ENTRY--UNIFORM TITLE |
|---|
| Uniform title |
CFP Board financial planning series. |
| 856 ## - |
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| Uniform Resource Identifier |
https://login.ezproxy.pucpr.edu/login?url=https://search.ebscohost.com/login.aspx?direct=true&scope=site&db=nlebk&db=nlabk&AN=1461634 |
| Link text |
Acceso Remoto |
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| Materials specified |
EBSCOhost |
| Uniform Resource Identifier |
https://search.ebscohost.com/login.aspx?direct=true&scope=site&db=nlebk&db=nlabk&AN=1461634 |
| Link text |
Acceso en el Campus PUCPR |
| 942 ## - |
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| Source of classification or shelving scheme |
Library of Congress Classification |
| Koha item type |
Libro electrónico |