The Financial Professional's Guide to Communication: How to Strengthen Client Relationships and Build New Ones (paperback) (Applied Corporate Finance)
| Author | : | |
| Rating | : | 4.41 (631 Votes) |
| Asin | : | 0134271483 |
| Format Type | : | paperback |
| Number of Pages | : | 208 Pages |
| Publish Date | : | 2016-10-30 |
| Language | : | English |
DESCRIPTION:
He was previously Executive Director of Wealth Management Solutions at Prudential Investments in Newark, NJ, and also served as National Sales Manager for the Managed Accounts Consulting Group. Mr. in international relations from Memphis State University and a J.D. in taxation from Washington University School of Law.. Prior to that, he practiced estate planning and tax law. He earned the designations of Certifie
It starts right here, right now, with this book. They have a sparkle that others lack. There’s only one way to thrive in this environment: Be the exception. I recommend it to every financial professional as a must-read.”--Tim Ursiny, Ph.D., CEO and Founder of Advantage Coaching and Training, author of The Coward’s Guide to Conflict and Coaching the SaleRobert L. The writing is straightforward, clear, and full of gems of insight. Those at the top build lifetime relationships with clients. Their a
"Hits the right points" according to C. Ang. The lessons from this book should be followed by anyone that wants to improve their communication skills. In my opinion, the most important point in this book is that one should be a good listener. Only when you listen can you actually learn what your clien. Michael C. Thomsett said Excellent, clear and concise. This book helps anyone who speaks in front of others, to improve how they communicate. Among the is the advice to listen rather than speaking, with many great details. If you are in the business of interaction with anyone else in sales, business, or consult. "Solid information but doesn't practice own advice" according to AmazonJavaJunki. This is a mixed review. On one hand, the book does provide solid information and examples for improving communicationso far so good. On the other hand, the author fails to take his own advice and spends an inordinate amount of time talking about his own lif
To succeed in today’s radically new environment, financial advisors must first transform the way they communicate. 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. Above all, clients say, their advisors don’t listen well, and don’t link their own needs and views to the recommendations they present. 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.. 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. Toda