Communication essentials for financial planners : strategies and techniques
By: Grable, John E
Title By: Goetz, Joseph W
Material type:
BookSeries: CFP board financial planning series.Publisher: Hoboken, New Jersey : Wiley, c2017.Description: xxx, 206 p. : ill. ; 24 cm.ISBN: 9781119350781Subject(s): Business communication -- Handbooks, manuals, etc | Financial plannersDDC classification: 658.45 GR CO | Item type | Home library | Call number | Status | Date due | Barcode | Item holds |
|---|---|---|---|---|---|---|
| REGULAR | University of Wollongong in Dubai Main Collection | 658.45 GR CO (Browse shelf) | Available | T0057734 |
, Shelving location: Main Collection Close shelf browser
Includes bibliographical references and index.
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.
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.