Items related to The Financial Professional's Guide to Communication:...
The Financial Professional's Guide to Communication: How to Strengthen Client Relationships and Build New Ones - Hardcover
Synopsis
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...
From the Back Cover
“Bob Finder’s book is a ‘how to’ in effective communication skills for financial advisors. In my opinion, one of the things that separates advisors in the middle of the pack from those who take this business to the end of the rainbow is good communication skills. Those at the top build lifetime relationships with clients. They have a sparkle that others lack. Bob Finder is offering...
About the Author
Robert L. Finder, Jr., is a Managing Director for a national financial services firm, working closely with financial professionals to develop wealth management solutions for high net worth individuals and their families, businesses, institutions, and retirement funds. 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. Finder...
"About this title" may belong to another edition of this title.
- PublisherFT Press
- Publication date2012
- ISBN 10 0133017907
- ISBN 13 9780133017908
- BindingHardcover
- LanguageEnglish
- Edition number1
- Number of pages196
- Rating
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The Financial Professionals Guide to Communication : How to Strengthen Client Relationships and Build New Ones
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Financial Times Prentice Hall, PEV, 2012
ISBN 10: 0133017907
ISBN 13: 9780133017908
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