05432cam a22006738i 4500 ocn971587979 OCoLC 20220131142427.0 m d cr ||||||||||| 170403s2017 nju ob 001 0 eng 2017016280 9781119350798 (pdf) 1119350794 (pdf) 9781119350774 (epub) 1119350778 (epub) 9781119350781 (cloth) 9781119350804 1119350808 1119350786 1461634 (OCoLC)971587979 (OCoLC)971245983 (OCoLC)971914795 (OCoLC)972121583 (OCoLC)972252986 (OCoLC)972463610 (OCoLC)980506408 (OCoLC)980744678 (OCoLC)981256560 CL0500000844 Safari Books Online DLC eng rda DLC YDX N$T EBLCP IDEBK DG1 OCLCF UPM UMI pcc MAIN HG179.5 .G733 2017 BUS 082000 bisacsh BUS 041000 bisacsh BUS 042000 bisacsh BUS 085000 bisacsh 332.6 23 Grable, John E., author. Communication essentials for financial planners : strategies and techniques / John E. Grable, Joseph W. Goetz. Hoboken, New Jersey : John Wiley & Sons, Inc., [2017]. 1 online resource (206 pages). text txt rdacontent computer n rdamedia online resource nc rdacarrier CFP Board financial planning series Includes bibliographical references and index. 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. 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. Description based on print version record and CIP data provided by publisher; resource not viewed. Master record variable field(s) change: 050, 082, 650 Financial planners. Interpersonal communication. Interpersonal relations. Investment advisor-client relationships. Business communication. fast (OCoLC)fst00842419 Electronic books. Handbooks and manuals. fast (OCoLC)fst01423877 Goetz, Joseph W. (Professor of financial planning), author. Print version: Grable, John E., author. Communication essentials for financial planners Hoboken, New Jersey : John Wiley & Sons, Inc., [2017] 9781119350781 (DLC) 2017001119 CFP Board financial planning series. https://login.ezproxy.pucpr.edu/login?url=https://search.ebscohost.com/login.aspx?direct=true&scope=site&db=nlebk&db=nlabk&AN=1461634 Acceso Remoto EBSCOhost https://search.ebscohost.com/login.aspx?direct=true&scope=site&db=nlebk&db=nlabk&AN=1461634 Acceso en el Campus PUCPR lcc 7 297561 297561 0 0 ddc 0 0 10 10 45 2021-12-20 0 332.6 ocn971587979 2021-12-20 00:00:00 2021-12-20 7 0 0 lcc 0 0 12 12 45 2022-01-31 0 HG179.5 .G733 2017 50000003284295 2022-01-31 00:00:00 Ebook c. 1 2022-01-31 7