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Communication Essentials for Financial Planners: Strategies and Techniques


Master the human side of financial planning with expert interpersonal skills

Communication Essentials for Financial Planners tackles the counseling side of practice to help financial planners build more productive client relationships. Mapped to the CFP Board's Job Tasks Domain 75, this book provides the interpersonal skills CFP candidates need to earn their certification, while sharing valuable techniques for everyday practice. You'll learn how to relate to clients on a more fundamental level, and go beyond "hearing" their words to really listen to what they're saying. Expert coverage of body language, active listening, linguistic signals, and more provides immediately practicable advice, and the included DVD provides visual illustration of both good and bad communication and counseling. By merging written and experiential learning supplemented by practice assignments, this book provides an ideal resource for any client-facing financial professional.

Counseling is a central part of a financial planner's practice, and attention to interpersonal communication goes a long way toward progressing in the field; this guide provides practical instruction on the proven techniques that make a good financial planner great.

  • 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 it's heart, it is based on trust, communication, and commitment. 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. Communication Essentials for Financial Planners provides gold-standard guidance for certification and beyond.