The Financial Professionals Guide to Communication
How to Strengthen Client Relationships and Build New Ones
(Sprache: Englisch)
How to strengthen client relationships and build new ones.
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Klappentext zu „The Financial Professionals Guide to Communication “
How to strengthen client relationships and build new ones.
Inhaltsverzeichnis zu „The Financial Professionals Guide to Communication “
Introduction: The Power of the Dance 1 Chapter 1: Defining Your Core 5 Chapter 2: The Secret of Listening...Critically 23 Chapter 3: "Your Financial Professional Will See and Hear You Differently Now" 45 Chapter 4: Please, Tell Me More 53 Chapter 5: Any Simple Questions? 69 Chapter 6: The Secret of Speaking...Critically 85 Chapter 7: Just Get Rid of Them 95 Chapter 8: What Did He Say? 105 Chapter 9: The Eyes Say It All 113 Chapter 10: Are You a Substance Abuser? 131 Chapter 11: It's Showtime! 159 Chapter 12: Wise Emperors 177 Conclusion: Let the Dance Begin 185 Index 193
Autoren-Porträt von Robert L. Finder
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 was President and Chief Executive Officer of Johnson Heritage Trust Company in Racine, WI, and Landmark Trust Company in St. Louis, MO. Prior to that, he practiced estate planning and tax law. He earned the designations of Certified Investment Management Analyst (CIMA) and Certified Investment Strategist (CIS) from the Investment Management Consultants' Association. Mr. Finder holds a B.A. in international relations from Memphis State University and a J.D. and LL.M. in taxation from Washington University School of Law.
Bibliographische Angaben
- Autor: Robert L. Finder
- 2013, 300 Seiten, Maße: 14,1 x 21,1 cm, Leinen, Englisch
- Verlag: Financial Times Prentice Hall
- ISBN-10: 0133017907
- ISBN-13: 9780133017908
Sprache:
Englisch
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