The Financial Professional's Guide to Communication

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Author :
Publisher : Pearson Education
ISBN 13 : 0133017907
Total Pages : 209 pages
Book Rating : 4.1/5 (33 download)

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Book Synopsis The Financial Professional's Guide to Communication by : Robert L. Finder

Download or read book The Financial Professional's Guide to Communication written by Robert L. Finder and published by Pearson Education. This book was released on 2013 with total page 209 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Communication Essentials for Financial Planners

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1119350778
Total Pages : 216 pages
Book Rating : 4.1/5 (193 download)

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Book Synopsis Communication Essentials for Financial Planners by : John E. Grable

Download or read book Communication Essentials for Financial Planners written by John E. Grable and published by John Wiley & Sons. This book was released on 2017-02-02 with total page 216 pages. Available in PDF, EPUB and Kindle. Book excerpt: Exploring the Human Element of Financial Planning Communication Essentials for Financial Planners tackles the counseling side of practice to help financial planners build more productive client relationships. CFP Board’s third book and first in the Financial Planning Series, Communication Essentials will help you learn how to relate to clients on a more fundamental level, and go beyond "hearing" their words to really listen and ultimately respond to what they're saying. Expert coverage of body language, active listening, linguistic signals, and more, all based upon academic theory. There is also an accompanied set of videos that showcase both good and bad communication and counseling within a financial planning context. By merging written and experiential learning supplemented by practice assignments, this book provides an ideal resource for any client-facing financial professional as well as any student on their pathway to CFP® certification. Counseling is a central part of a financial planner's practice, and attention to interpersonal communication goes a long way toward progressing in the field; this guide provides practical instruction on the proven techniques that make a good financial planner great. Build client relationships based on honesty and trust Learn to read body language and the words not spoken Master the art of active listening to help your clients feel heard Tailor your communications to suit the individual client's needs The modern financial planning practice is more than just mathematics and statistical analysis—at its heart, it is based on trust, communication, and commitment. While interpersonal skills have always been a critical ingredient for success, only recently has this aspect been given the weight it deserves with its incorporation into the certification process. Communication Essentials for Financial Planners provides gold-standard guidance for certification and beyond.

The Essential Guide to Business Communication for Finance Professionals

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Author :
Publisher : Business Expert Press
ISBN 13 : 1631573543
Total Pages : 130 pages
Book Rating : 4.6/5 (315 download)

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Book Synopsis The Essential Guide to Business Communication for Finance Professionals by : Jason L. Snyder

Download or read book The Essential Guide to Business Communication for Finance Professionals written by Jason L. Snyder and published by Business Expert Press. This book was released on 2016-09-28 with total page 130 pages. Available in PDF, EPUB and Kindle. Book excerpt: Communication skills are a competitive advantage for today’s finance professionals. Savvy professionals know that employers want and need employees with excellent relationship building, writing, and presentation skills. The Essential Guide to Business Communication for Finance Professionals asks its readers to adopt the “communicate or die” philosophy in their approach to their careers. Two business professors with years of experience in finance and communication offer advice and tips for approaching some of the most common business communication situations faced by today’s finance professionals. Readers will walk away from this book with tools to manage their professional image and reputation.

The Accountant's Guide to Professional Communication

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Author :
Publisher : Thomson South-Western
ISBN 13 : 9780030252525
Total Pages : 0 pages
Book Rating : 4.2/5 (525 download)

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Book Synopsis The Accountant's Guide to Professional Communication by : Melanie McKay

Download or read book The Accountant's Guide to Professional Communication written by Melanie McKay and published by Thomson South-Western. This book was released on 2000 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Provides a comprehensive, real-world look at all forms of communication used by accounting professionals. In accordance with the AECC guidelines for enhancing accounting studentsAE communication skills, the text teaches students to write and speak more effectively as preparation for entering the accounting profession."

People-Centric Skills

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Publisher : John Wiley & Sons
ISBN 13 : 1119669308
Total Pages : 213 pages
Book Rating : 4.1/5 (196 download)

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Book Synopsis People-Centric Skills by : Danny M. Goldberg

Download or read book People-Centric Skills written by Danny M. Goldberg and published by John Wiley & Sons. This book was released on 2020-07-21 with total page 213 pages. Available in PDF, EPUB and Kindle. Book excerpt: Use your interpersonal and communication skills as a financial professional to work successfully with clients Embark on a journey to further develop your career when you read People-Centric Skills: Interpersonal and Communication Skills for Financial Professionals, 2nd Edition. Business leaders consider employee communication skills and critical thinking abilities as essential elements for success. In their work, all professionals must communicate clearly and rely on their interpersonal skills to be successful. This second edition of People-Centric Skills shares the fictional story of Dalton Zimmer, executive coach and public speaker. Dalton, all the while juggling his business, kids and social life, provides coaching and communication strategies for handling challenging situations faced by his clients. This insightful narrative will help you expand communication and soft skills as a CPA, auditor, financial planner or other financial professional. As Generation Z is entering the work force, the communication gap between Z and Boomers or Generation X is widening significantly. New to the second edition, you’ll find a discussion of communication between generations and how to bridge them as a financial professional. You can be a more people-centric leader as you engage with a wide range of clients and associates. This book can be a first step to improving interpersonal and communication skills as you continue to develop in your career.

Business and Professional Communication

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Author :
Publisher : SAGE Publications
ISBN 13 : 150636957X
Total Pages : 634 pages
Book Rating : 4.5/5 (63 download)

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Book Synopsis Business and Professional Communication by : Kelly M. Quintanilla

Download or read book Business and Professional Communication written by Kelly M. Quintanilla and published by SAGE Publications. This book was released on 2019-01-02 with total page 634 pages. Available in PDF, EPUB and Kindle. Book excerpt: Recipient of the 2020 Textbook Excellence Award from the Textbook & Academic Authors Association (TAA) Business and Professional Communication provides students with the knowledge and skills they need to move from interview candidate, to team member, to leader. Accessible coverage of new communication technology and social media prepares students to communicate effectively in real world settings. With an emphasis on building skills for business writing and professional presentations, this text empowers students to successfully handle important work-related activities, including job interviewing, working in team, strategically utilizing visual aids, and providing feedback to supervisors.

The Financial Professional's Guide to Healthcare Reform

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 111823684X
Total Pages : 433 pages
Book Rating : 4.1/5 (182 download)

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Book Synopsis The Financial Professional's Guide to Healthcare Reform by : Mark Dietrich

Download or read book The Financial Professional's Guide to Healthcare Reform written by Mark Dietrich and published by John Wiley & Sons. This book was released on 2012-04-05 with total page 433 pages. Available in PDF, EPUB and Kindle. Book excerpt: A comprehensive reference guide interpreting and applying healthcare reform law for consultants, appraisers, accountants, and attorneys The Financial Consultants'Guide to Healthcare Reform provides an historical backdrop on how the healthcare system got to its present state including the Massachusetts Reform and Medicare Advantage along with an explanation of the principal types of health insurance in the United States and how "insurance" actually works. A review and explanation of each of the reform provisions follows, including an analysis of what the implications are for providers, consumers and business and what responses each of these communities might have to the Reform. Using the authors' insights and firsthand experiences in U.S. healthcare finance, this book explains the new healthcare law for individuals and businesses alike, what to expect from it and what actions they need to take to comply. Interprets and applies the health care reform law Provides examples of what the impact of the law might look like Extensive use of sidebars to provide in-depth analysis or background on particular topics of import, where the reader may need more detail to understand the context of Reform's changes. Written for consultants, appraisers, accountants, and attorneys Written by major figures in the world of healthcare valuation and consulting The Financial Consultants' Guide to Healthcare Reform provides a complete handbook to healthcare reform for financial consultants, both for understanding this important legislation as well as for planning responses to it.

People-Centric Skills

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1118925378
Total Pages : 192 pages
Book Rating : 4.1/5 (189 download)

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Book Synopsis People-Centric Skills by : Danny M. Goldberg

Download or read book People-Centric Skills written by Danny M. Goldberg and published by John Wiley & Sons. This book was released on 2014-07-02 with total page 192 pages. Available in PDF, EPUB and Kindle. Book excerpt: Business Professionals, to be Truly Effective and Advance in their Careers, Must Master their People-Centric Skills. People-Centric Skills: Interpersonal and Communication Skills for Auditors and Business Professionals is a comprehensive guide to the "soft skills" that make technical professionals more effective. People-Centric Skills aim to improve all aspects of personal interactions, relationship development, and communication. These skills are as essential to success as are technical capabilities. This is the story of a leading internal audit department taking that next step to becoming a world-class audit organization in a fictional company. The foundation of that next step is developing their People-Centric Skills. The book demonstrates the impact that interpersonal and communication skills – whether good or bad – have on an auditor's effectiveness, job, and career. Readers will be able to empathize with the characters, and relate to the real-life situations in which they find themselves. Each chapter features a summary of key People-Centric points and guidelines that will help readers apply what they've learned to their own projects and departments. In a 2013 study sponsored by the Institute of Internal Auditors ("IIA"), the seven key attribute areas identified to be a successful auditor include relationship building, partnering, communications, teamwork, diversity, continuous learning and integrity. Unfortunately, most professionals never obtain these skills as part of their college degrees, certifications and other ongoing training. They are left to their own devices when it comes to developing these talents. The book follows an easy-to-read fictional narrative to highlight areas for improvement, and uses common scenarios to illustrate how to apply the lessons. People-Centric Skills: Interpersonal and Communication Skills for Auditors and Business Professionals focuses on many of these critical attributes. Topics include: Conflict Management Coaching and Mentoring Building an Effective Team and Team Dynamics Team Leadership Partnering and Relationship Building Effective Meeting Practices Brainstorming and Multivoting Assessing Corporate Culture Active Listening Non-verbal Communications Consensus Building These skills apply not only to internal auditors but also transfer across a broad range of business professions and industries, and from professional to personal life. They open doors, establish effective relationships, improve effectiveness, and can turn a "no" into a "yes." They are the true differentiator in advancing a career. For an auditor to be truly effective, great people skills are one of the most important tools in the box. People-Centric Skills: Interpersonal and Communication Skills for Auditors and Business Professionals is a straightforward guide to getting along, getting what you want in a constructive manner, and becoming a world-class professional.

A Wall Street Guidebook for Journalism and Strategic Communication

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Author :
Publisher : Routledge
ISBN 13 : 1000072045
Total Pages : 240 pages
Book Rating : 4.0/5 ( download)

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Book Synopsis A Wall Street Guidebook for Journalism and Strategic Communication by : Alecia Swasy

Download or read book A Wall Street Guidebook for Journalism and Strategic Communication written by Alecia Swasy and published by Routledge. This book was released on 2020-06-15 with total page 240 pages. Available in PDF, EPUB and Kindle. Book excerpt: A Wall Street Guidebook for Journalism and Strategic Communication provides media professionals with the savvy they need to navigate the world of finance and money. Intimidated by the numbers and math involved in the corporate world? This book is for you. Author Alecia Swasy, a former reporter at the Wall Street Journal, leads readers through case studies that provide real-world insight into how Wall Street operates and how to best approach the world of money and finance. Swasy breaks down essential skills like how to read key financial statements, find and interpret key data on companies and employ that research in crafting compelling stories and messages for both readers and clients. The book also covers topics like the scorekeepers and watchdogs of Wall Street, the Securities and Exchange Commission, how to avoid illegal activity in reporting and research, understanding mergers and acquisitions, and the history and current state of Wall Street. This book is for students and professionals alike – whether in corporate communication, public relations or journalism – who want to gain the financial literacy necessary to succeed in today’s competitive marketplace. An online guide for professors includes discussion questions, assignments and time-tested pedagogical and classroom management tips: please visit www.routledge.com/9780367348069.

The Handbook of Financial Communication and Investor Relations

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1119240816
Total Pages : 708 pages
Book Rating : 4.1/5 (192 download)

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Book Synopsis The Handbook of Financial Communication and Investor Relations by : Alexander V. Laskin

Download or read book The Handbook of Financial Communication and Investor Relations written by Alexander V. Laskin and published by John Wiley & Sons. This book was released on 2017-09-14 with total page 708 pages. Available in PDF, EPUB and Kindle. Book excerpt: The first book to offer a global look at the state-of-the-art thinking and practice in investor relations and financial communication Featuring contributions from leading scholars and practitioners in financial communication and related fields—including public relations, corporate communications, finance, and accounting— this volume in the critically acclaimed “Handbooks in Communication and Media” seriesprovides readers with a comprehensive, up-to-date picture of investor relations and financial communications as they are practiced in North America and around the world. The Handbook of Financial Communication and Investor Relations provides an overview of the past, present, and future of investor relations and financial communications as a profession. It identifies the central issues of contemporary investor relations and financial communications practice, including financial information versus non-financial information, intangibles, risk, value, and growth. Authors address key topics of concern to contemporary practitioners, such as socially responsible investing, corporate governance, shareholder activism, ethics, and professionalism. In addition, the book arms readers with metrics and proven techniques for reliably measuring and evaluating the effectiveness of investor relations and financial communications. Bringing together the most up-to-date research on investor relations and financial communication and the insights and expertise of an all-star team of practitioners, The Handbook of Financial Communication and Investor Relations: Explores how the profession is practiced in various regions of the globe, including North America, South America, Europe, the Middle East, India, Australia, and other areas Provides a unique look at financial communication as it is practiced beyond the corporate world, including in families, the medical profession, government, and the not-for-profit sector Addresses “big-picture” strategies as well as specific tactics for financial communication during crises, the use of social media, dealing with shareholder activism, integrated reporting and CSR, and more This book makes an ideal reference resource for undergrads and graduate students, scholars, and practitioners studying or researching investor relations and financial communication across schools of communication, journalism, business, and management. It also offers professionals an up-to-date, uniquely holistic look at best practices in financial communication investor relations worldwide.

Financial Expert Witness Communication

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1118753550
Total Pages : 356 pages
Book Rating : 4.1/5 (187 download)

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Book Synopsis Financial Expert Witness Communication by : Bradley J. Preber

Download or read book Financial Expert Witness Communication written by Bradley J. Preber and published by John Wiley & Sons. This book was released on 2014-05-27 with total page 356 pages. Available in PDF, EPUB and Kindle. Book excerpt: Learn what to expect—and what's expected—as an expert witness Serving as a financial expert witness or consultant in lawsuits is a stressful, challenging, and tough business. In Financial Expert Witness Communication: A Practical Guide to Reporting and Testimony, financial forensic expert Bradley J. Preber leverages more than 30 years of experience to create a practical guide for financial expert witnesses as they face litigation reporting and testimony. Financial Expert Witness Communication covers all areas of financial litigation including accounting, financial forensics, forensic technology, and damages—all from the point of view of an expert witness. The book is especially helpful for those who expect to be formally designated as an expert witness; however, it is also appropriate for financial forensic accountants, litigation consultants, and attorneys as they navigate the unique playing field of the financial litigation process. This book gives financial experts strategies to defend the analysis, conclusions, and expert opinions they have at their disposal. It also provides thorough explanations of compliance, data limitations, and due diligence as well as how to handle demanding legal counsel, with a goal of better preparing them for the entire legal process. The book is part of the Wiley Corporate F&A Series and was created as an educational resource for nonattorney financial experts involved with U.S.-based civil litigation or alternative dispute resolution proceedings. It takes a well-rounded approach by including special chapters on such concepts as retention, privilege, responsibilities, ethics, and testimony, all written by a nationally recognized expert. As a bonus, the companion website presents an additional expert witness case study and guidelines for fulfilling an expert witness role.

Financial Blogging

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Author :
Publisher : CreateSpace
ISBN 13 : 9781484975206
Total Pages : 118 pages
Book Rating : 4.9/5 (752 download)

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Book Synopsis Financial Blogging by : Susan B. Weiner

Download or read book Financial Blogging written by Susan B. Weiner and published by CreateSpace. This book was released on 2013-07 with total page 118 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Blogging has become a "must" for many independent and fee-only financial advisors. It's a great way to build your business by connecting with current and potential clients as well as referral sources. Blogging attracts prospects to your website, media attention, and speaking engagements ... This book will help you conquer the challenge of producing high quality blog posts by following a step-by-step process, including how to: generate and refine ideas for blog posts that will engage your readers; organize your thoughts before you write so you can write more quickly and effectively; edit your writing so it's reader-friendly and appealing; spread the word about your blog and attract more visitors"--Page [4] of cover.

The Role of Credit Default Swaps in Leveraged Finance Analysis

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Author :
Publisher : FT Press
ISBN 13 : 0133150771
Total Pages : 52 pages
Book Rating : 4.1/5 (331 download)

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Book Synopsis The Role of Credit Default Swaps in Leveraged Finance Analysis by : Robert S. Kricheff

Download or read book The Role of Credit Default Swaps in Leveraged Finance Analysis written by Robert S. Kricheff and published by FT Press. This book was released on 2012-10-22 with total page 52 pages. Available in PDF, EPUB and Kindle. Book excerpt: Normal 0 false false false MicrosoftInternetExplorer4 Credit Default Swaps (CDS) influence how bonds and loans trade and the relative value between bonds and loans. CDS can be the best way to hedge the risk of a corporate debt position and can also be a valuable investment tool in its own right. CDS has a multitude of nuances to it, from how its structured to how it is priced to how it is traded. If you are going to do analysis of corporate debt, especially in the leveraged finance market, you need to understand CDS. This booklet walks you through the basics of how CDS works, gives some perspective on how it has changed since the 2008 crisis and gives practical examples of how CDS is used and analyzed for corporate issuers. It is a valuable summary for anyone looking to do corporate credit analysis.

Investor Relations and Financial Communication

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1119780470
Total Pages : 224 pages
Book Rating : 4.1/5 (197 download)

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Book Synopsis Investor Relations and Financial Communication by : Alexander V. Laskin

Download or read book Investor Relations and Financial Communication written by Alexander V. Laskin and published by John Wiley & Sons. This book was released on 2021-12-03 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: Equips students and professionals with the fundamental skills and knowledge needed to succeed in investor relations and financial communication Investor Relations and Financial Communication is a comprehensive, up-to-date introduction to the investor relations and financial communication profession. Written by a leading educator and professional consultant, this authoritative textbook provides the well-rounded foundation necessary for anyone wanting to begin a career as an Investor Relations Officer (IRO). Detailed yet accessible chapters describe all essential aspects of the field, including communication skills, basic financial knowledge, legal and regulatory guidelines, professional standards and practices, and more. Organized in five sections, the book first identifies and defines the jobs available in investor relations and financial communication, detailing the responsibilities, titles, salaries, and key players in the industry. After thoroughly explaining the disclosure of financial and non-financial information, the author describes the regulatory environment in which professionals operate and offers expert insight into issues of corporate governance, environmental sustainability, social responsibility, shareholder activism, and crisis management. Subsequent sections highlight the day-to-day activities of investor relations and financial communication professionals and discuss the future of the field. This invaluable textbook also: Describes the responsibilities of the Investor Relations Officer throughout initial public offering, periodic reporting, and performance evaluation Discusses the role of investor relations professionals in disclosing financial information and educating the investment community Emphasizes the various skills that IROs must possess in order to do their jobs successfully, such as marketing and securities law compliance Includes end-of-chapter review questions, activities, and lists of key terms Investor Relations and Financial Communication: Creating Value Through Trust and Understanding is the perfect textbook for both professional development training programs and undergraduate and graduate courses in investor relations, and is required reading for all those working in investor relations, particularly early-career professionals.

How to Analyze and Use Leveraged Finance Bonds for Project Finance

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Author :
Publisher : FT Press
ISBN 13 : 0133150631
Total Pages : 64 pages
Book Rating : 4.1/5 (331 download)

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Book Synopsis How to Analyze and Use Leveraged Finance Bonds for Project Finance by : Robert S. Kricheff

Download or read book How to Analyze and Use Leveraged Finance Bonds for Project Finance written by Robert S. Kricheff and published by FT Press. This book was released on 2012-10-18 with total page 64 pages. Available in PDF, EPUB and Kindle. Book excerpt: Normal 0 false false false MicrosoftInternetExplorer4 Much of leveraged finance credit analysis focuses on cash flows. But what happens when the credit you have to look at has no cash flow? What if it is a very early stage credit or a pure start-up project? Then you need to be able to combine the tools of project finance credit analysis with the tools of leveraged finance analysis. The leveraged finance market sees its share of project finance fundings and as an analyst you need to know how to approach these debt instruments. This booklet will guide you through the practical aspects of analyzing the feasibility of a project, building models for the project and analyzing what factors are most likely to influence how the bonds and loans on the project will trade.

The Principal′s Guide to Managing Communication

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Author :
Publisher : Corwin Press
ISBN 13 : 1483361446
Total Pages : 201 pages
Book Rating : 4.4/5 (833 download)

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Book Synopsis The Principal′s Guide to Managing Communication by : E. Joseph Schneider

Download or read book The Principal′s Guide to Managing Communication written by E. Joseph Schneider and published by Corwin Press. This book was released on 2006-01-06 with total page 201 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Schneider and Hollenczer fully understand the principal′s critical role as a community relations expert. Establishing good communication is hard work and does not happen automatically-Schneider and Hollenczer get it! This book must get to every university preparation program in the country." -Theodore Creighton, Executive Director National Council of Professors of Educational Administration "This is a timely and informative book that offers knowledge and skills necessary to navigate the turbulent waters of school administration in the 21st century. It′s a must-read for those who would be effective school leaders focused on continued school improvement." -Walter H. Warfield, Executive Director Illinois Association of School Administrators Develop successful communication strategies that yield real-world results! Today′s school principals are expected to be instructional leaders. They know the importance of working closely with teachers, parents, and community members as partners in transparent organizational settings where communication is rapid, on-demand, and two-way. This indispensable text shows practicing and aspiring principals how to manage that communication so that everything else they do has a chance to work as planned. This resource helps readers to: Discover a variety of successful communication frameworks Contend with greater outside access to school data Implement dynamic communication that reaches all school stakeholders This must-have resource is part of the Leadership for Learning initiative of the American Association of School Administrators (AASA).

Strategic Financial and Investor Communication

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Author :
Publisher : Routledge
ISBN 13 : 1135087172
Total Pages : 307 pages
Book Rating : 4.1/5 (35 download)

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Book Synopsis Strategic Financial and Investor Communication by : Ian Westbrook

Download or read book Strategic Financial and Investor Communication written by Ian Westbrook and published by Routledge. This book was released on 2014-04-03 with total page 307 pages. Available in PDF, EPUB and Kindle. Book excerpt: In today's aggressive marketplace, listed companies can no longer rely on their numbers to do the talking. If companies can't communicate their achievements and strategy, mounting research evidence suggests, they will be overlooked, their cost of capital will increase and stock price will suffer. In Strategic Financial and Investor Communication: the stock price story Ian Westbrook, principal of Australia's leading independent financial communications firm, argues just this: stock price is more a story than a number. Moreover, the book will teach you how to tell your own story by guiding you through the fast-paced world of financial corporate communication with a professional's pragmatism as well as academic rigour. Whether you're a student or a professional of PR, investor relations or corporate communications, this much-needed guide will teach you how to tell a compelling story about your company that the stockbroker, fund manager and corporate media cannot ignore.