The financial professional's guide to communication : how to strengthen client relationships and build new ones

The financial professional's guide to communication : how to strengthen client relationships and build new ones

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...

Full description

Bibliographic Details
Other Authors: Finder, Robert L. Author (author)
Format: eBook
Language:Inglés
Published: [Place of publication not identified] FT Press 2013
Edition:1st edition
Subjects:
Financial planners
Customer relations
Business communication
Finance
Business & Economics
Financial Management & Planning
See on Biblioteca Universitat Ramon Llull:https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009629460206719
Table of Contents:
  • Defining your core
  • The secret of listening critically
  • "Your financial professional will see and hear you differently now"
  • Please, tell me more
  • Any simple questions?
  • The secret of speaking critically
  • Just get rid of them
  • What did he say
  • The eyes say it all
  • Are you a substance abuser?
  • It's showtime!
  • Wise emperors.

Similar Items