Grable, John E.

Communication essentials for financial planners : strategies and techniques John E. Grable, Joseph W. Goetz - Hoboken, New Jersey : Wiley, c2017. - xxx, 206 p. : ill. ; 24 cm. - CFP board financial planning series .



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.

9781119350781


Business communication--Handbooks, manuals, etc.
Financial planners

658.45 GR CO