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Financial Professional's Guide to Communication, The: How to Strengthen Client Relationships and Build New Ones
Robert Finder
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Description for Financial Professional's Guide to Communication, The: How to Strengthen Client Relationships and Build New Ones
paperback. Num Pages: 208 pages. BIC Classification: KFF; KFFH; KFFM; KFFM2. Category: (P) Professional & Vocational. Dimension: 203 x 137 x 8. Weight in Grams: 209.
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 transform the way they communicate. In The Financial Professional’s Guide to Communication, one of the world’s leading experts on the financial client relationship shows them how to do precisely that. Drawing ... Read more
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 transform the way they communicate. In The Financial Professional’s Guide to Communication, one of the world’s leading experts on the financial client relationship shows them how to do precisely that. Drawing ... Read more
Product Details
Format
Paperback
Publication date
2015
Publisher
Pearson FT Press United States
Number of pages
208
Condition
New
Number of Pages
208
Place of Publication
NJ, United States
ISBN
9780134271484
SKU
V9780134271484
Shipping Time
Usually ships in 15 to 20 working days
Ref
99-50
About Robert 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 ... Read more
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