The Client Connection: How Advisors Can Build Bridges That Last - Softcover

Olivia Mellan; Sherry Christie

Softcover

ISBN 10: 0872189813 ISBN 13: 9780872189812

Publisher: National Underwriter Company, 2009

Synopsis

Every advisor knows the difficulty of working with clients who are struggling with anxieties, conflicts, fantasies, and fears. With wit and insight, The Client Connection explores psychological issues that financial advisors, attorneys, accounting and insurance professionals, and therapists are likely to encounter, including aging and the brain, the nature of deceit, how to change bad habits, and how to deal well with stress and trauma. As you deepen your understanding of what goes on inside your clients (and yourself), the tools and techniques you learn will help you create sound, mutually beneficial relationships that can last a lifetime.

About this title

About the Author

Olivia Mellan has been an innovator in the field of money psychology and money conflict resolution since 1982. Today a speaker, psychotherapist, money coach and business consultant in Washington, DC, she began her career in 1974 specializing in women's issues, then in couples therapy, and finally in business therapy. She has published several critically acclaimed books, including Money Harmony: A Road Map for Individuals and Couples; Overcoming Overspending: A Winning Plan for Spenders and Their Partners; Money Shy to Money Sure: A Woman's Road Map to Financial Well-Being; The Client Connection: How Advisors Can Build Bridges That Last, and The Advisor's Guide to Money Psychology: Taking the Fear Out of Financial Decision-Making, all co-written with Sherry Christie. Her column for financial professionals, "The Psychology of Advice," appears regularly in Investment Advisor magazine. In 2006, Investment Advisor named her one of the 25 most influential people in the planning profession. Olivia has appeared on widely viewed TV programs including "Oprah," "The TODAY Show," and "ABC's 20-20." She is frequently interviewed on nationwide radio and in print.

Sherry Christie has been helping people make better financial decisions for more than 30 years. In addition to the money psychology books she and Olivia have written, she edited Making Your Company Human: Inspiring Others to Reach Their Potential, by retired CEO Le Herron. A former advertising agency copywriter and executive, Sherry started her freelance financial writing business in 1991. Her client list has included Bank of America, JPMorgan Chase, SunTrust Bank, Nationwide Financial, and the Independent Community Bankers Association, among others. She also writes historical fiction, and in 2016 published Roma Amor: A Novel of Caligula's Rome.

Edition details

• Publisher: National Underwriter Company
• Publication date: 2009
• Language: English
• ISBN 10: 0872189813
• ISBN 13: 9780872189812
• Binding: Paperback
• Edition number: 1
• Number of pages: 224
• Editor: The National Underwriter Company Editors