| INTERNATIONAL STANDARD BOOK NUMBER |
|---|
| International Standard Book Number |
9781119350781 |
| DEWEY DECIMAL CLASSIFICATION NUMBER |
|---|
| Call number |
658.45 GR CO |
| MAIN ENTRY--PERSONAL NAME |
|---|
| Authors |
Grable, John E. |
| TITLE STATEMENT |
|---|
| Title |
Communication essentials for financial planners : |
| Subtitle |
strategies and techniques |
| Statement of responsibility, etc |
John E. Grable, Joseph W. Goetz |
| PUBLICATION, DISTRIBUTION, ETC. (IMPRINT) |
|---|
| Place of publication |
Hoboken, New Jersey : |
| Publisher |
Wiley, |
| Date |
c2017. |
| PHYSICAL DESCRIPTION |
|---|
| Extent |
xxx, 206 p. : |
| Other Details |
ill. ; |
| Size |
24 cm. |
| SERIES STATEMENT |
|---|
| Series statement |
CFP board financial planning series |
| CONTENTS |
|---|
| Contents |
Preface xi Acknowledgments xxv How to Use This Book xxvii Introduction xxix Chapter 1 An Introduction to Applied Communication 1 Chapter 2 Structuring the Process of Interpersonal Communication 21 Chapter 3 Structuring the Process of Communication through the Office Environment 37 Chapter 4 Listening Skills 57 Chapter 5 Questioning 75 Chapter 6 Nondirective Communication 91 Chapter 7 Directive Communication 109 Chapter 8 Trust, Culture, and Communication Taboos 135 Chapter 9 Politeness and Sensitivity in Communicating with a Broad Range of Clients 157 Chapter 10 Financial Planning A Sales Perspective 173 Solutions 189 About the Authors 193 About the Companion Website 195 Index 197. |
| SUMMARY |
|---|
| Summary |
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. |
| SUBJECT ADDED ENTRY--TOPICAL TERM |
|---|
| Topical Heading |
Business communication |
| Geographic |
Handbooks, manuals, etc. |
| SUBJECT ADDED ENTRY--TOPICAL TERM |
|---|
| Topical Heading |
Financial planners |
| ADDED ENTRY |
|---|
| Name |
Goetz, Joseph W. |
| MAIN ENTRY--PERSONAL NAME |
|---|
| -- |
9908 |
| SUBJECT ADDED ENTRY--TOPICAL TERM |
|---|
| -- |
9909 |
| SUBJECT ADDED ENTRY--TOPICAL TERM |
|---|
| -- |
9910 |
| ADDED ENTRY |
|---|
| -- |
9911 |