000			05432cam a22006738i 4500
001			ocn971587979
003			OCoLC
005			20220131142427.0
006			m d
007			cr |||||||||||
008			170403s2017 nju ob 001 0 eng
010			_a 2017016280
020			_a9781119350798 (pdf)
020			_a1119350794 (pdf)
020			_a9781119350774 (epub)
020			_a1119350778 (epub)
020			_z9781119350781 (cloth)
020			_a9781119350804
020			_a1119350808
020			_z1119350786
035			_a1461634
035			_a(OCoLC)971587979 _z(OCoLC)971245983 _z(OCoLC)971914795 _z(OCoLC)972121583 _z(OCoLC)972252986 _z(OCoLC)972463610 _z(OCoLC)980506408 _z(OCoLC)980744678 _z(OCoLC)981256560
037			_aCL0500000844 _bSafari Books Online
040			_aDLC _beng _erda _cDLC _dYDX _dN$T _dEBLCP _dIDEBK _dDG1 _dOCLCF _dUPM _dUMI
042			_apcc
049			_aMAIN
050	1	0	_aHG179.5 _b.G733 2017
072		7	_aBUS _x082000 _2bisacsh
072		7	_aBUS _x041000 _2bisacsh
072		7	_aBUS _x042000 _2bisacsh
072		7	_aBUS _x085000 _2bisacsh
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 : _bJohn Wiley & Sons, Inc., _c[2017].
300			_a1 online resource (206 pages).
336			_atext _btxt _2rdacontent
337			_acomputer _bn _2rdamedia
338			_aonline resource _bnc _2rdacarrier
490	1		_aCFP Board financial planning series
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.
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.
588			_aDescription based on print version record and CIP data provided by publisher; resource not viewed.
590			_aMaster record variable field(s) change: 050, 082, 650
650		0	_aFinancial planners.
650		0	_aInterpersonal communication.
650		0	_aInterpersonal relations.
650		0	_aInvestment advisor-client relationships.
650		7	_aBusiness communication. _2fast _0(OCoLC)fst00842419
655		4	_aElectronic books.
655		7	_aHandbooks and manuals. _2fast _0(OCoLC)fst01423877
700	1		_aGoetz, Joseph W. _c(Professor of financial planning), _eauthor.
776	0	8	_iPrint version: _aGrable, John E., author. _tCommunication essentials for financial planners _dHoboken, New Jersey : John Wiley & Sons, Inc., [2017] _z9781119350781 _w(DLC) 2017001119
830		0	_aCFP Board financial planning series.
856			_uhttps://login.ezproxy.pucpr.edu/login?url=https://search.ebscohost.com/login.aspx?direct=true&scope=site&db=nlebk&db=nlabk&AN=1461634 _yAcceso Remoto
856	4	0	_3EBSCOhost _uhttps://search.ebscohost.com/login.aspx?direct=true&scope=site&db=nlebk&db=nlabk&AN=1461634 _yAcceso en el Campus PUCPR
942			_2lcc _c7
999			_c297561 _d297561