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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.
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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.
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The Client Connection: How Advisors Can Build Bridges That Last
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Paperback. Condition: Good. The Pocket Rough Guide to Venice is your essential guide to this magical city, covering all the key sights, hotels, restaurants, shops, and bars you need to know about. Slim, stylish and utterly pocket-able, it comes with a full-color pull-out map to help you find your way around -- the only map of its kind to be marked with every single listing from the guide. The easy-to-use>Pocket Rough Guide to Venice includes brand new itineraries and a Best of Venice section picking out the highlights you won't want to miss, plus detailed listings to guide you from the best the places to eat and tucked-away trattorias to the perfect local bars. Whether you have a few days or a week to fill, The Pocket Rough Guide to Venice will help you make the most of your trip. Seller Inventory # 00066237396
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The Client Connection: How Advisors Can Build Bridges That Last
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Paperback. Condition: Good. The Pocket Rough Guide to Venice is your essential guide to this magical city, covering all the key sights, hotels, restaurants, shops, and bars you need to know about. Slim, stylish and utterly pocket-able, it comes with a full-color pull-out map to help you find your way around -- the only map of its kind to be marked with every single listing from the guide. The easy-to-use>Pocket Rough Guide to Venice includes brand new itineraries and a Best of Venice section picking out the highlights you won't want to miss, plus detailed listings to guide you from the best the places to eat and tucked-away trattorias to the perfect local bars. Whether you have a few days or a week to fill, The Pocket Rough Guide to Venice will help you make the most of your trip. Seller Inventory # CIN0872189813G
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The Client Connection: How Advisors Can Build Bridges That Last
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ISBN 13: 9780872189812
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