The Financial Professional's Guide to Communication

The Financial Professional's Guide to Communication
Author :
Publisher : Pearson Education
Total Pages : 209
Release :
ISBN-10 : 9780133017908
ISBN-13 : 0133017907
Rating : 4/5 (907 Downloads)

Book Synopsis The Financial Professional's Guide to Communication by : Robert L. Finder

Download or read book The Financial Professional's Guide to Communication written by Robert L. Finder and published by Pearson Education. This book was released on 2013 with total page 209 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 Related Books

The Financial Professional's Guide to Communication
Language: en
Pages: 209
Authors: Robert L. Finder
Categories: Business & Economics
Type: BOOK - Published: 2013 - Publisher: Pearson Education

GET EBOOK

Today, financial clients are profoundly skeptical. They've been burned. Their consultants and advisors talk too much, use too much confusing technical jargon, w
The Financial Professional's Guide to Communication
Language: en
Pages: 209
Authors: Robert L. Finder
Categories: Business & Economics
Type: BOOK - Published: 2012-10-18 - Publisher: FT Press

GET EBOOK

Today, financial clients are profoundly skeptical. They’ve been burned. Their consultants and advisors talk too much, use too much confusing technical jargon,
Communication Essentials for Financial Planners
Language: en
Pages: 216
Authors: John E. Grable
Categories: Business & Economics
Type: BOOK - Published: 2017-02-02 - Publisher: John Wiley & Sons

GET EBOOK

Exploring the Human Element of Financial Planning Communication Essentials for Financial Planners tackles the counseling side of practice to help financial plan
The Essential Guide to Business Communication for Finance Professionals
Language: en
Pages: 130
Authors: Jason L. Snyder
Categories: Business & Economics
Type: BOOK - Published: 2016-09-28 - Publisher: Business Expert Press

GET EBOOK

Communication skills are a competitive advantage for today’s finance professionals. Savvy professionals know that employers want and need employees with excel
People-Centric Skills
Language: en
Pages: 213
Authors: Danny M. Goldberg
Categories: Business & Economics
Type: BOOK - Published: 2020-07-21 - Publisher: John Wiley & Sons

GET EBOOK

Use your interpersonal and communication skills as a financial professional to work successfully with clients Embark on a journey to further develop your career