Build client relationships based on honesty and trust learn to read body language and the words not spoken Master the art of active listening to help your clients feel heard Tailor your communications to suit the individual client's needs The modern financial planning practice is more than just mathematics and statistical analysis—at its heart, communication, it is based on trust, and commitment.
Expert coverage of body language, active listening, and more, linguistic signals, all based upon academic theory. Wiley. Cfp board’s third book and first in the financial planning Series, Communication Essentials will help you learn how to relate to clients on a more fundamental level, and go beyond "hearing" their words to really listen and ultimately respond to what they're saying.
Communication Essentials for Financial Planners: Strategies and Techniques #ad - 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. There is also an accompanied set of videos that showcase both good and bad communication and counseling within a financial planning context.
While interpersonal skills have always been a critical ingredient for success, only recently has this aspect been given the weight it deserves with its incorporation into the certification process.
Guide to Surviving DebtNational Consumer Law Center #ad - Surviving debt tells you what consumers need to know about: • dealing with debt collectors • which debts to pay first • saving your home from Foreclosure • Credit Card Debt • Student Loans • Your Credit Report • When and When Not to Refinance • Strategies to Prevent Repossessions • How to Defend Collection Lawsuits • How to Find Effective Credit Counseling Agencies • Your Bankruptcy Rights, and much more.
Seldom is such useful, which debts to pay first, authoritative information available for so small a price!" -- Booklist "A gold mine on topics like how to handle collectors, and how collection lawsuits work. U. S. This new fully updated edition of surviving Debt provides precise, practical, and hard-hitting advice from the nation's consumer law experts on how to deal with crushing debt affecting millions of Americans.
Guide to Surviving Debt #ad - With glossary explaining an array of financial and legal terms and full index. News and world report "great advice, from the nation's experts, on how to pull yourself out of debt. Jane bryant quinn "The best book available for consumers in financial trouble. Stephen brobeck, executive Director, Consumer Federation of America.
Reviews "a wealth of expert legal advice on dealing with an overwhelming debt burden. Senator elizabeth warren, Founder, Consumer Financial Protection Bureau "Outstanding manual.
Client PsychologyWiley #ad - Additionally, some chapters build an argument based solely upon theory while others will have exclusively practical applications. Defines an entirely new area of focus within financial planning practice and research: client psychology serves as the essential reference for financial planners on client psychology Builds upon and expands the body of knowledge for financial planning Provides insight regarding the factors that impact client financial decision-making from a multidisciplinary approach If you’re a CFP® professional, or student pursuing a career in financial planning or financial services, researcher, financial advisor, this book deserves a prominent spot on your professional bookshelf.
This book, written for practitioners, researchers, and educators, outlines the theory behind many of these areas while also explicitly stating how these related areas directly impact financial planning practice. A client-centered approach to financial planning practice built by Research for Practitioners The second in the CFP Board Center for Financial Planning Series, behaviors, Client Psychology explores the biases, and perceptions that impact client decision-making and overall financial well-being.
Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists, 2nd EditionThe National Underwriter Company #ad - With the newly revised 2nd edition, Facilitating Financial Health remains a one-of-a-kind publication that bridges the gap between financial planners and mental health practitioners. Facilitating financial health, from both financial planning and mental health perspectives •learn the best techniques and recognize when to call in help from outside your field when dealing with clients’ financial issues •focus on both interior emotional and intangible aspects of money as well as exterior the tangible “nuts and bolts” of financial planning financial health topics •Explore “Money Scripts” – beliefs about money commonly held by clients, financial planners, 2nd Edition will enable you to: •Address your clients’ money-driven problems, and therapists that can lead to destructive financial habits •More effectively work with individuals and couples on difficult financial health topics In addition to everything that made the 1st Edition so popular, including references to new CFP® ethical guidelines •A newly enhanced chapter on creating an integrated financial practice •New tools for working with couples, this new 2nd Edition delivers these enhancements: •Modern counseling tools are presented with references to updated research and publications for both financial planning and mental health professionals •A more comprehensive description of “Money Scripts” – beliefs that hamper clients’ abilities to make sound financial planning decisions •Updated ethical information, including tips on working with nontraditional and unmarried couples •Content that has been enhanced by readers about the kinds of money-driven relationship issues that are the most commonly seen by planners and clients alike .
This concise yet comprehensive guide enables financial planning and mental health practitioners to effectively integrate tools from the fields of psychotherapy, life coaching, and financial planning as they help their clients change destructive financial behaviors. The authors, two mental health professionals and a CFP®-designated financial planner, pioneered the use of tools that help clients build healthy relationships with money.
Advice That Sticks: How to give financial advice that people will followPractical Inspiration Publishing #ad - Moira somers has given professional advisors an inspired gift in Advice That Sticks. It guides the reader in learning how to close the gap between good intentions and actions. Courtney Pullen, M. A. Author, intentional wealth "this is a great book! A worn and dog-eared copy belongs on the bookshelf of every financial advisor who views financial planning as a calling and a profession.
Rick kahler, conscious finance "consumers know they need to do things differently with respect to their money, MSFP, Author, CFP®, but are often dismayed or baffled by their own self-sabotaging habits. I love somers’ delightfully dry humor, which sparkles throughout! This book’s insightful, disciplined, evidence-based process will enhance advisors’ effectiveness as advice-givers.
Advice That Sticks: How to give financial advice that people will follow #ad - Kathleen Rehl, Ph. D. Cfp®, every financial professional has access to deeply practical advice on how to listen, CeFT®, Moving Forward on Your Own "With this book, Author, observe and respond while helping clients make their best life and money decisions. She shares dozens of adherence-boosting strategies, including outstanding recommended questions to ask clients.
Individual client psychology plays a role in non-adherence; so, too, do sociocultural and environmental factors, general advice characteristics, and specific challenges pertaining to the emotionally loaded domain of money. This book will change all that. The advice is sound; the client seems eager; and then… nothing happens! Too often, this is the experience that financial professionals encounter in their daily work.
Financial Planning 3.0: Evolving Our Relationships with MoneyOutskirts Press #ad - It advances the evolution of this profession's work with money, the money forces and individuals with an eye to the future and respect for the past. It makes the case for looking at money from the perspectives of individuals and families. It suggests useful resources and tools for working with money helpfully, healthfully and joyfully.
Written eclectically, Financial Planning 3. 0 looks at money and the financial planning profession from both the "outside in" and, perhaps more importantly, from the "inside out". Money is weird stuff. Most especially, they need their own financial planner, someone who thoroughly understands money, what it is and how it works.
Financial Planning 3.0: Evolving Our Relationships with Money #ad - Hence financial Planning 3. 0 Most folks need help relating to it--and lots of it. This is in stark contrast to money's public persona grounded in macroeconomics and investment theory. We cannot avoid it but it terrifies and mystifies. Finally, treating money as the most powerful and pervasive secular force on the planet and financial planning as the most important profession of the 21st century, it posits the new "liberal arts" based academic discipline of "Finology".
Financial Planning 3.
Fundamentals of Investing 13th Edition Pearson Series in FinancePearson #ad - The authors integrate a consistent framework based on learning goals to keep readers focused in each chapter. The core concepts and tools readers need to make informed investment decisions Fundamentals of Investing helps individuals make informed investment decisions by providing a solid foundation of core concepts and tools.
Fundamentals of investing, 13th edition is also available via Revel™, an interactive learning environment that enables students to read, practice, and study in one continuous experience. Learn more. Note: you are purchasing a standalone product; MyLab Finance does not come packaged with this content.
Fundamentals of Investing 13th Edition Pearson Series in Finance #ad - Within its structured environment, students practice what they learn, test their understanding, and pursue a personalized study plan that helps them better absorb course material and understand difficult concepts. The 13th edition uses a conversational tone to make the foreign language, concepts, and strategies of investing accessible to readers.
Smart, gitman, and joehnk use practical, hands-on applications to introduce the topics and techniques used by both personal investors and money managers. For undergraduate courses in Investments. Also available with mylab finance mylab™ Finance is an online homework, tutorial, and assessment program designed to work with this text to engage students and improve results.
If you would like to purchase both the physical text and mylab finance search for: 013440839x / 9780134408392 fundamentals of investing plus mylab finance with pearson etext -- access card Package Package consists of: 013408330X / 9780134083308 Fundamentals of Investing 0134083938 / 9780134083933 MyLab Finance with Pearson eText -- Access Card -- for Fundamentals of Investing .
Readers leave with the necessary information for developing, implementing, and monitoring a successful investment program.
New Wealth Management: The Financial Advisor's Guide To Managing And Investing Client Assets Cfa Institute Investment SeriesWiley India #ad - New Wealth Management: The Financial Advisor's Guide To Managing And Investing Client Assets Cfa Institute Investment Series #ad - Fast delivery through DHL/FedEx express. Please read notes: brand new, but book name, sale restriction may be printed on the book, minor self wear on the cover or pages, contents, International Softcover Edition, Printed in black and white pages, and author are exactly same as Hardcover Edition.
Financial CounselingSpringer #ad - This type of comprehensive approach aligns with our mission and vision―providing you with the foundational knowledge to meet clients where they are across the financial life-cycle and impact long-term financial capability. Rebecca wiggins, afcpe® association for financial counseling and Planning Education®This timely volume presents a comprehensive overview of financial counseling skills in accessible, Executive Director, practical detail for readers throughout the career span.
With expertise representing the breadth and depth of the financial counseling profession, and explores foundational skills of communication, self-awareness, considers critical theoretical models, the content in this text provides you with a rigorous foundation of knowledge, and bias. This text is a valuable new resource that we recommend for all of our professionals and are proud to incorporate as part of our AFC® certification program.
This essential work: · offers an introduction to financial counseling as a practice and profession · discusses the challenges of working in financial counseling · Explores the elements of the client/counselor relationship · Compares delivery systems and practice models · Features effective tools and resources used in financial counseling · Encourages counselor ethics, preparedness, Financial Counseling equips students and new professionals to better understand this demanding field, and self-awareness A standout in professional development references, and offers seasoned veterans a robust refresher course in current best practices.
Financial Counseling #ad - Expert financial counselors, working with clients of diverse backgrounds, and researchers refer to classic and current theories for up-to-date instruction on building long-term client competence, educators, addressing problem financial behavior, and approaching sensitive topics. From these core components, readers have a choice of integrated frameworks for guiding clients in critical areas of financial decision-making.
The Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in Your LifeDell #ad - 1. Innocence--the childhood state we are born in, devoid of any concept of money2. Pain--the discovery that we have more money than some and less than others, and that work is necessary to make a living3. Knowledge--the intellectual task of learning financial techniques such as saving, budgeting, and investing4.
Understanding--the emotional work done in coming to terms with feelings around money, envy, such as greed, and resentment which are rooted in Pain5. Vigor--the energy physical, emotional, and spiritual that must be expended to reach financial goals6. Vision--the direction of Vigor outward toward the health and welfare of communities, with or without profit motive7.
Aloha--the compassionate goodwill that allows one to use money to perform acts of kindness without expecting anything in returnUsing THE SEVEN STAGES OF MONEY MATURITY, readers will understand each encounter with money as a step toward awakening; a lesson about the relationship they share with others as well as with the self.
Drawing on ancient buddhist wisdom and his years of financial practice, Kinder has created a revolutionary program that guides us through the Seven Stages of a revolutionary journey--one designed to help us uncover the roots of our attitudes about money, freedom, and attain true peace, and security in our financial lives.
Where do our attitudes about money come from--and how do they influence our lives? how can we approach financial issues with honesty and without fear? In this groundbreaking book, renowned Buddhist teacher George Kinder, a Harvard-trained certified financial planner, demonstrates how we can literally transform our lives emotionally and financially by achieving "money maturity"--a full understanding of the spiritual and psychological issues surrounding our money lives.
The Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in Your Life #ad - Learn how to: understand feelings that impact taking financial action develop understanding and knowledge about money Eliminate stress and anxiety around money Let go of old patterns and painful habits Approach money tasks with energy and optimism Design a money life that is fulfilling both financially and spiritually Filled with practical information, and spiritual guidance, market-tested, personal success stories, wealth-building skills, The Seven Stages of Money Maturity is an invaluable guide to a rich--and richly lived--life.