Psychology of financial planning practitioner's toolkit
| Otros Autores: | , , |
|---|---|
| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
Hoboken, New Jersey :
John Wiley & Sons, Inc
[2023]
|
| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009711815706719 |
Tabla de Contenidos:
- Cover
- Title Page
- Copyright Page
- Contents
- Introduction
- About This Book
- How to Use This Book
- Chapter 1 Client Values and Goals
- Exercise 1: What Drives You?
- Exercise 2: Tape Measure Exercise
- Materials Needed
- Instructions
- Exercise 3: Incomplete Sentences Intervention
- Instructions
- Exercise 4: Self-Efficacy Reflection
- Note
- Chapter 2 Multicultural Competence in Financial Planning
- Exercise 5: Your Multicultural Experience
- Exercise 6: Your Current (or Future) Clientele
- Majority and Minority Status That Impact Financial Planning
- Exercise 7: ADDRESSING Exercise
- Notes
- Chapter 3 Financial Flashpoints: Exploring a Client's Financial Background
- Exercise 8: Your Ancestral Flashpoints
- Exercise 9: Your Financial Flashpoints
- Your Childhood Experiences
- Socioeconomic Status
- Financial Support
- Gender
- Stress and Trauma
- Cultural Events
- Exercise 10: The Money Egg
- Notes
- Chapter 4 Money Scripts: Exploring a Client's Beliefs About Money
- Exercise 11: The Klontz Money Script Inventory-Revised (KMSI-R)
- Klontz Money Script® Inventory-Revised (KMSI-R)
- Scoring Procedures
- Your Results
- Money Avoidance
- Money Focus
- Money Status
- Money Vigilance
- Exercise 12: Money Script Log
- Instructions
- Exercise 13: New Money Mantra
- Notes
- Chapter 5 Financial Behaviors and Outcomes
- Exercise 14: Financial Health Scale
- Financial Health Scale
- Scoring Instructions
- Exercise 15: Klontz Money Behavior Inventory (KMBI)
- Klontz Money Behavior Inventory (KMBI)
- Scoring Key
- Exercise 16: Mindfulness Meditation
- Instructions
- Notes
- Chapter 6 Principles of Effective Communication
- Open-Ended Invitations Versus Closed-Ended Questions
- Exercise 17: Open-Ended Invitation
- Reflection
- Exercise 18: Reflection Exercise.
- Exercise 19: Question-Free Zone Exercise
- Exercise 20: Dirty Dozen Exercise
- Exercise 21: The FLOW Process
- Exercise 22: Listening by Sketch
- Notes
- Chapter 7 Client and Planner Attitudes, Values, and Biases
- The Six Main Learning Styles
- 1. Visual
- 2. Auditory
- 3. Reading/Writing
- 4. Logical
- 5. Kinesthetic
- 6. Social Versus Solitary Learners
- A Multifaceted Approach
- Exercise 23: Learning Style Exercise
- Active Versus Passive
- Exercise 24: The 75% Rule
- Attention
- Exercise 25: The Distraction Checklist
- Exercise 26: The Client Distraction Checklist
- Chapter 8 Sources of Money Conflict: Working with Couples and Families
- Exercise 27: Conversation Intervention
- Instructions
- Questions to Discuss
- The Self-Aware Financial Planner
- Notes
- Chapter 9 Helping Clients Navigate Crisis Events
- The Financial Planner's Role in Helping a Client Navigate Crisis
- Step 1: Normalize the Client's Experience
- Step 2: Encourage the Client to Talk About the Facts
- Step 3: Ask About the Client's Thought Process
- Step 4: Ask About the Client's Emotions and Reactions
- Step 5: Watch for Signs That the Client May Need Additional Support
- Step 6: Modify the Financial Plan to Address the Crisis Event
- Notes
- Chapter 10 Principles of Counseling in Financial Planning Practice
- Exercise 29: The Miracle Question
- Cognitive Behavioral Techniques in Financial Planning
- Exercise 30: Stress Inoculation: The Worst-Case Scenario
- Positive Psychology in Financial Planning
- Exercise 31: The Gratitude Exercise
- Exercise 32: Three Good Things
- Notes
- Chapter 11 Behavioral Finance: Understanding Cognitive Biases and Heuristics . . . and What to Do About Them
- Exercise 33: Status Quo Bias
- Exercise 34: Mental Accounting
- Exercise 35: Endowment Effect
- Exercise 36: Sunk-Cost Fallacy.
- Exercise 37: Anchoring Heuristic
- Exercise 38: Confirmation Bias
- Note
- Chapter 12 Getting the Client to Take Action
- Exercise 39: Motivational Interviewing Exercise
- Values Versus Behaviors
- Exercise 40: Well-Done Exercise
- Exercise 41: Professional Relationship Forensic Audit
- Nine Evidence-Based Techniques for Overcoming Client Resistance to Financial Advice
- Exercise 42: Simple Reflection
- Exercise 43: Complex Reflection
- Exercise 44: Amplified Reflection
- Exercise 45: Double-Sided Reflection
- Exercise 46: Shifting the Focus from What's Not Working to What Is Working
- Exercise 47: Reframing
- Exercise 48: Agreement with a Twist
- Exercise 49: Emphasizing Self-Determination
- Exercise 50: Arguing Against Change
- Notes
- Going Forward
- In Closing
- Index
- EULA.
