The Financial Professionals Guide to Communication : How to Strengthen Client Relationships and Build New Ones

Robert L. Finder

ISBN 10: 0133017907 / ISBN 13: 9780133017908

Published by Financial Times Prentice Hall, PEV, 2012

About this Item

Neu neuware, importqualität, auf lager - How to strengthen client relationships and build new ones.

Seller Inventory # INF1000427934

Bibliographic Details

• Title: The Financial Professionals Guide to Communication : How to Strengthen Client Relationships and Build New Ones
• Publisher: Financial Times Prentice Hall, PEV
• Publication Date: 2012
• Language: English
• ISBN 10: 0133017907
• ISBN 13: 9780133017908
• Binding: Gebundene Ausgabe
• Condition: Neu
• Dimensions: 211W x 146H x 26D millimeters 211 millimeters width by 146 millimeters height by 26 millimeters depth
• Weight: 319 grams

About this title

Synopsis

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 listen well, and don't link their own needs and views to the recommendations they present. To succeed in today's radically new environment, financial advisors must first transform the way they communicate. In "The Financial Professional's Guide to Communication," one of the world's leading experts on the financial client relationship shows them how to do precisely that. Drawing on his experience training elite financial professionals worldwide, Bob Finder shows how to actively listen, speak plainly with precision and passion, and engage clients with uncommon effectiveness. Finder demonstrates how to focus relentlessly on what matters most to each individual client, and then deliver intensely relevant recommendations with clarity and impact, "in your own voice." You'll learn how to bring imagination, creativity, and even entertainment to your presentations and conversations, and use constructive criticism to keep improving with every new client meeting. Using these proven techniques, you can deliver truly extraordinary levels of professionalism and service, gain the powerful new competitive edge you're desperately searching for - "and earn equally powerful rewards for yourself."

About the Author

Robert L. Finder, Jr., is a Managing Director for a national financial services firm, working closely with financial professionals to develop wealth management solutions for high net worth individuals and their families, businesses, institutions, and retirement funds. He was previously Executive Director of Wealth Management Solutions at Prudential Investments in Newark, NJ, and also served as National Sales Manager for the Managed Accounts Consulting Group. Mr. Finder was President and Chief Executive Officer of Johnson Heritage Trust Company in Racine, WI, and Landmark Trust Company in St. Louis, MO. Prior to that, he practiced estate planning and tax law. He earned the designations of Certified Investment Management Analyst (CIMA) and Certified Investment Strategist (CIS) from the Investment Management Consultants' Association. Mr. Finder holds a B.A. in international relations from Memphis State University and a J.D. and LL.M. in taxation from Washington University School of Law.