The Financial Professionals Guide To Communication

Author : Robert L. Finder
Publisher : Pearson Education
ISBN 13 : 0133017907
Total Pages : 209 pages
Book Rating : 4.08/5 ( download)

DOWNLOAD NOW!

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.

Author : Charles J. Pulvino
Publisher : Prentice Hall Direct
ISBN 13 : 9780131535787
Total Pages : 194 pages
Book Rating : 4.81/5 ( download)

DOWNLOAD NOW!

Download or read book Communicating with Clients written by Charles J. Pulvino and published by Prentice Hall Direct. This book was released on 1987-01-01 with total page 194 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Author : Jason L. Snyder
Publisher : Business Expert Press
ISBN 13 : 1631573543
Total Pages : 141 pages
Book Rating : 4.45/5 ( download)

DOWNLOAD NOW!

Download or read book The Essential Guide to Business Communication for Finance Professionals written by Jason L. Snyder and published by Business Expert Press. This book was released on 2016-09-28 with total page 141 pages. Available in PDF, EPUB and Kindle. Book excerpt: Communication skills are a competitive advantage for today’s finance professionals. Savvy professionals know that employers want and need employees with excellent relationship building, writing, and presentation skills. The Essential Guide to Business Communication for Finance Professionals asks its readers to adopt the “communicate or die” philosophy in their approach to their careers. Two business professors with years of experience in finance and communication offer advice and tips for approaching some of the most common business communication situations faced by today’s finance professionals. Readers will walk away from this book with tools to manage their professional image and reputation.

Author : John E. Grable
Publisher : John Wiley & Sons
ISBN 13 : 1119350786
Total Pages : 244 pages
Book Rating : 4.81/5 ( download)

DOWNLOAD NOW!

Download or read book Communication Essentials for Financial Planners written by John E. Grable and published by John Wiley & Sons. This book was released on 2017-02-21 with total page 244 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Author : Gary DeMoss
Publisher : Dearborn Trade Pub
ISBN 13 : 9780793146710
Total Pages : 246 pages
Book Rating : 4.12/5 ( download)

DOWNLOAD NOW!

Download or read book The Financial Professional's Guide to Persuading 1 Or 1,000 written by Gary DeMoss and published by Dearborn Trade Pub. This book was released on 2001 with total page 246 pages. Available in PDF, EPUB and Kindle. Book excerpt: One of the best ways financial advisors can attract clients today is through public seminars and other presentations. Indeed, the ability to communicate - not just the ability to manage a portfolio - is essential for advice givers who want to succeed in today's competitive financial services industry. Persuasive presentations are a matter of both substance and style. The Financial Professional's Guide to Persuading 1 or 1,000 will reveal proven strategies for making 'can't miss' presentations about products and services.

Author : Danny M. Goldberg
Publisher : John Wiley & Sons
ISBN 13 : 1119669332
Total Pages : 208 pages
Book Rating : 4.33/5 ( download)

DOWNLOAD NOW!

Download or read book People-Centric Skills written by Danny M. Goldberg and published by John Wiley & Sons. This book was released on 2020-07-13 with total page 208 pages. Available in PDF, EPUB and Kindle. Book excerpt: Use your interpersonal and communication skills as a financial professional to work successfully with clients Embark on a journey to further develop your career when you read People-Centric Skills: Interpersonal and Communication Skills for Financial Professionals, 2nd Edition. Business leaders consider employee communication skills and critical thinking abilities as essential elements for success. In their work, all professionals must communicate clearly and rely on their interpersonal skills to be successful. This second edition of People-Centric Skills shares the fictional story of Dalton Zimmer, executive coach and public speaker. Dalton, all the while juggling his business, kids and social life, provides coaching and communication strategies for handling challenging situations faced by his clients. This insightful narrative will help you expand communication and soft skills as a CPA, auditor, financial planner or other financial professional. As Generation Z is entering the work force, the communication gap between Z and Boomers or Generation X is widening significantly. New to the second edition, you’ll find a discussion of communication between generations and how to bridge them as a financial professional. You can be a more people-centric leader as you engage with a wide range of clients and associates. This book can be a first step to improving interpersonal and communication skills as you continue to develop in your career.

Author : Danny M. Goldberg
Publisher : John Wiley & Sons
ISBN 13 : 1119669308
Total Pages : 213 pages
Book Rating : 4.02/5 ( download)

DOWNLOAD NOW!

Download or read book People-Centric Skills written by Danny M. Goldberg and published by John Wiley & Sons. This book was released on 2020-07-21 with total page 213 pages. Available in PDF, EPUB and Kindle. Book excerpt: Use your interpersonal and communication skills as a financial professional to work successfully with clients Embark on a journey to further develop your career when you read People-Centric Skills: Interpersonal and Communication Skills for Financial Professionals, 2nd Edition. Business leaders consider employee communication skills and critical thinking abilities as essential elements for success. In their work, all professionals must communicate clearly and rely on their interpersonal skills to be successful. This second edition of People-Centric Skills shares the fictional story of Dalton Zimmer, executive coach and public speaker. Dalton, all the while juggling his business, kids and social life, provides coaching and communication strategies for handling challenging situations faced by his clients. This insightful narrative will help you expand communication and soft skills as a CPA, auditor, financial planner or other financial professional. As Generation Z is entering the work force, the communication gap between Z and Boomers or Generation X is widening significantly. New to the second edition, you’ll find a discussion of communication between generations and how to bridge them as a financial professional. You can be a more people-centric leader as you engage with a wide range of clients and associates. This book can be a first step to improving interpersonal and communication skills as you continue to develop in your career.

Author : Joep Cornelissen
Publisher : SAGE
ISBN 13 : 1446209407
Total Pages : 297 pages
Book Rating : 4.00/5 ( download)

DOWNLOAD NOW!

Download or read book Corporate Communication written by Joep Cornelissen and published by SAGE. This book was released on 2011-03-17 with total page 297 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Third Edition of this market-leading text has been updated and expanded with contemporary case material and more detailed coverage of the main topics and trends in corporate communication. New to the Third Edition: - New chapters on strategic planning and campaign management, research and measurement and CSR and community relations - Greatly expanded coverage of key areas: internal communication, leadership and change Communication, issues management, crisis communication and corporate branding - Other topics to receive new coverage include: public affairs, social media, internal branding and issues of globalization. - New and up-to-date international case studies, including new full-length case studies and vignettes included throughout the chapters. - Further reading and new questions-for-reflection will provide the reader with a means to challenge and further their understanding of each of the topics in the book. - Online teaching material for lecturers and students including: instructors manual, PowerPoint slides and new international case studies of varied length, SAGE Online journal readings, videos, online glossary and web links Praise for the Second Edition: "This is a must-have reference book for Chief Executives, Finance Directors, Corporate Communicators and Non-executive Directors in this "involve me" era of stakeholder engagement and corporate communications. How I wish I had had this book on my desk as a Chief Reputation Officer!" - Mary Jo Jacobi, Former Chief Reputation Officer of HSBC Holdings, Lehman Brothers and Royal Dutch Shell 'This is a comprehensive and scholarly analysis of corporate communications. It will offer students and practitioners alike a considerable aid to study and understanding which will stand the test of time in a fast changing business' - Ian Wright, Corporate Relations Director, Diageo

Author : Alexander V. Laskin
Publisher : John Wiley & Sons
ISBN 13 : 1119240816
Total Pages : 544 pages
Book Rating : 4.15/5 ( download)

DOWNLOAD NOW!

Download or read book The Handbook of Financial Communication and Investor Relations written by Alexander V. Laskin and published by John Wiley & Sons. This book was released on 2017-09-14 with total page 544 pages. Available in PDF, EPUB and Kindle. Book excerpt: The first book to offer a global look at the state-of-the-art thinking and practice in investor relations and financial communication Featuring contributions from leading scholars and practitioners in financial communication and related fields—including public relations, corporate communications, finance, and accounting— this volume in the critically acclaimed “Handbooks in Communication and Media” seriesprovides readers with a comprehensive, up-to-date picture of investor relations and financial communications as they are practiced in North America and around the world. The Handbook of Financial Communication and Investor Relations provides an overview of the past, present, and future of investor relations and financial communications as a profession. It identifies the central issues of contemporary investor relations and financial communications practice, including financial information versus non-financial information, intangibles, risk, value, and growth. Authors address key topics of concern to contemporary practitioners, such as socially responsible investing, corporate governance, shareholder activism, ethics, and professionalism. In addition, the book arms readers with metrics and proven techniques for reliably measuring and evaluating the effectiveness of investor relations and financial communications. Bringing together the most up-to-date research on investor relations and financial communication and the insights and expertise of an all-star team of practitioners, The Handbook of Financial Communication and Investor Relations: Explores how the profession is practiced in various regions of the globe, including North America, South America, Europe, the Middle East, India, Australia, and other areas Provides a unique look at financial communication as it is practiced beyond the corporate world, including in families, the medical profession, government, and the not-for-profit sector Addresses “big-picture” strategies as well as specific tactics for financial communication during crises, the use of social media, dealing with shareholder activism, integrated reporting and CSR, and more This book makes an ideal reference resource for undergrads and graduate students, scholars, and practitioners studying or researching investor relations and financial communication across schools of communication, journalism, business, and management. It also offers professionals an up-to-date, uniquely holistic look at best practices in financial communication investor relations worldwide.

Author : Mark Dietrich
Publisher : John Wiley & Sons
ISBN 13 : 111823684X
Total Pages : 433 pages
Book Rating : 4.40/5 ( download)

DOWNLOAD NOW!

Download or read book The Financial Professional's Guide to Healthcare Reform written by Mark Dietrich and published by John Wiley & Sons. This book was released on 2012-04-05 with total page 433 pages. Available in PDF, EPUB and Kindle. Book excerpt: A comprehensive reference guide interpreting and applying healthcare reform law for consultants, appraisers, accountants, and attorneys The Financial Consultants'Guide to Healthcare Reform provides an historical backdrop on how the healthcare system got to its present state including the Massachusetts Reform and Medicare Advantage along with an explanation of the principal types of health insurance in the United States and how "insurance" actually works. A review and explanation of each of the reform provisions follows, including an analysis of what the implications are for providers, consumers and business and what responses each of these communities might have to the Reform. Using the authors' insights and firsthand experiences in U.S. healthcare finance, this book explains the new healthcare law for individuals and businesses alike, what to expect from it and what actions they need to take to comply. Interprets and applies the health care reform law Provides examples of what the impact of the law might look like Extensive use of sidebars to provide in-depth analysis or background on particular topics of import, where the reader may need more detail to understand the context of Reform's changes. Written for consultants, appraisers, accountants, and attorneys Written by major figures in the world of healthcare valuation and consulting The Financial Consultants' Guide to Healthcare Reform provides a complete handbook to healthcare reform for financial consultants, both for understanding this important legislation as well as for planning responses to it.