000			01582cam a22003378i 4500
999			_c268939 _d268939
001			19571762
003			OSt
005			20180226155213.0
008			170327s2017 njua s 001 0 eng
010			_a 2017001119
020			_a9781119350781 (cloth)
020			_a9781119350798 (PDF)
020			_a9781119350774 (Ebook)
040			_aDLC _beng _cDLC _erda _dDLC
042			_apcc
050	0	0	_aHG179.5 _b.G695 2017
082	0	0	_a332.6 _223
100	1		_aGrable, John E., _eauthor
245	1	0	_aCommunication essentials for financial planners : _bstrategies and techniques / _cJohn E. Grable, Joseph W. Goetz.
264		1	_aHoboken, New Jersey : _bWiley, _c[2017]
300			_aElectronic text (xxx, 206 pages) : _billustrations ; _c24 cm.
336			_atext _btxt _2rdacontent
337			_acomputer _bn _2rdamedia
338			_aonline resource _bnc _2rdacarrier
504			_aIncludes bibliographical references and index.
505			_aIntroduction -- 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 -- EULA.
520			_aExploring 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.
650		0	_aFinancial planners.
650		0	_aInterpersonal communication.
650		0	_aInterpersonal relations.
650		0	_aInvestment advisor-client relationships.
700	1		_aGoetz, Joseph W. _4auhtor
776	0	8	_iOnline version: _aGrable, John E., author. _tCommunication essentials for financial planners _dHoboken, New Jersey : John Wiley & Sons, Inc., [2017] _z9781119350798 _w(DLC) 2017016280
856			_uhttp://search.ebscohost.com/login.aspx?direct=true&scope=site&db=nlebk&db=nlabk&AN=1461634 _zPresione para acceder el libro en línea
942			_2lcc _c7 _hHG179.5 .G695 2017