The Financial Professionals Guide To Communication

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The Financial Professional's Guide to Communication

Author : Robert L. Finder
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.

Communicating with Clients

Author : Charles J. Pulvino
Publisher : Prentice Hall Direct
ISBN 13 : 9780131535787
Total Pages : 194 pages
Book Rating : 4.5/5 (357 download)

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Book Synopsis Communicating with Clients by : Charles J. Pulvino

Download or read book Communicating with Clients written by Charles J. Pulvino and published by Prentice Hall Direct. This book was released on 1987-01-01 with total page 194 pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Essential Guide to Business Communication for Finance Professionals

Author : Jason L. Snyder
Publisher : Business Expert Press
ISBN 13 : 1631573543
Total Pages : 141 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 141 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.

Communication Essentials for Financial Planners

Author : John E. Grable
Publisher : John Wiley & Sons
ISBN 13 : 1119350786
Total Pages : 244 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 2017-02-21 with total page 244 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 Financial Professional's Guide to Persuading 1 Or 1,000

Author : Gary DeMoss
Publisher : Dearborn Trade Pub
ISBN 13 : 9780793146710
Total Pages : 246 pages
Book Rating : 4.1/5 (467 download)

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Book Synopsis The Financial Professional's Guide to Persuading 1 Or 1,000 by : Gary DeMoss

Download or read book The Financial Professional's Guide to Persuading 1 Or 1,000 written by Gary DeMoss and published by Dearborn Trade Pub. This book was released on 2001 with total page 246 pages. Available in PDF, EPUB and Kindle. Book excerpt: One of the best ways financial advisors can attract clients today is through public seminars and other presentations. Indeed, the ability to communicate - not just the ability to manage a portfolio - is essential for advice givers who want to succeed in today's competitive financial services industry. Persuasive presentations are a matter of both substance and style. The Financial Professional's Guide to Persuading 1 or 1,000 will reveal proven strategies for making 'can't miss' presentations about products and services.

People-Centric Skills

Author : Danny M. Goldberg
Publisher : John Wiley & Sons
ISBN 13 : 1119669332
Total Pages : 208 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 2020-07-13 with total page 208 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.

The Financial Professional's Guide to Healthcare Reform

Author : Mark Dietrich
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.

Financial Expert Witness Communication

Author : Bradley J. Preber
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.

The Handbook of Financial Communication and Investor Relations

Author : Alexander V. Laskin
Publisher : John Wiley & Sons
ISBN 13 : 1119240816
Total Pages : 544 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 544 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.

First Comes Love, Then Comes Money

Author : Bethany Palmer
Publisher : Harper Collins
ISBN 13 : 0061863858
Total Pages : 176 pages
Book Rating : 4.0/5 (618 download)

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Book Synopsis First Comes Love, Then Comes Money by : Bethany Palmer

Download or read book First Comes Love, Then Comes Money written by Bethany Palmer and published by Harper Collins. This book was released on 2009-03-03 with total page 176 pages. Available in PDF, EPUB and Kindle. Book excerpt: Happy Couples Know How to Talk About Money The number one cause for divorce is financial infidelity. Now "The Money Couple" reveals the missing ingredient needed before any financial program or plan can work: healthy financial communication. This book tells you how to: Diagnose your level of financial infidelity Identify your individual Money Personality Master the Money Huddle and the Money Dump Achieve financial goals once and for all

The Professional Communications Toolkit

Author : D. Joel Whalen
Publisher : SAGE Publications
ISBN 13 : 1452230307
Total Pages : 304 pages
Book Rating : 4.4/5 (522 download)

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Book Synopsis The Professional Communications Toolkit by : D. Joel Whalen

Download or read book The Professional Communications Toolkit written by D. Joel Whalen and published by SAGE Publications. This book was released on 2006-12-20 with total page 304 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Professional Communications Toolkit presents a compelling vision of communication that offers little known and amazingly effective techniques for the novice speaker and stage-savvy pro alike. Author D. Joel Whalen provides practical, research-based tools that apply perfectly to all professional communication, whether it's one-on-one conversations, speaking at small staff meetings, or delivering a keynote address to a ballroom full of people.

The Role of Credit Default Swaps in Leveraged Finance Analysis

Author : Robert S. Kricheff
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.

The Marketing Guide For Financial Advisors

Author : Claire Akin
Publisher :
ISBN 13 : 9781705950395
Total Pages : 160 pages
Book Rating : 4.9/5 (53 download)

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Book Synopsis The Marketing Guide For Financial Advisors by : Claire Akin

Download or read book The Marketing Guide For Financial Advisors written by Claire Akin and published by . This book was released on 2019-11-06 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Marketing Guide for Financial Advisors uncovers the truth about how independent advisors really get new clients in a digital world. Learn what no one wants you to know about marketing, how to avoid wasting money on your marketing, and the secret to unlocking your marketing potential, including: Why digital marketing is so challenging in financial services How to create a website that converts Email marketing strategies for financial advisors Using social media to get in front of your ideal prospects Search engine optimization to get more traffic to your website Content strategy to start the conversation Embracing a specialty to command higher fees Using webinars to warm up prospects In this exclusive guide, you'll learn proven strategies from top advisors to grow your firm and uncover a step-by-step process to build your marketing engine. About the Author Claire Akin, MBA grew up in the financial services industry working with her father, an independent financial advisor of over 35 years. She holds a bachelor's degree in economics and a master's of business administration. Claire founded Indigo Marketing Agency to help independent financial advisors reach more of their ideal clients. It's her mission to help financial advisors grow their firms through digital marketing.

A Wall Street Guidebook for Journalism and Strategic Communication

Author : Alecia Swasy
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 IABC Handbook of Organizational Communication

Author : Tamara Gillis
Publisher : John Wiley & Sons
ISBN 13 : 1118016351
Total Pages : 484 pages
Book Rating : 4.1/5 (18 download)

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Book Synopsis The IABC Handbook of Organizational Communication by : Tamara Gillis

Download or read book The IABC Handbook of Organizational Communication written by Tamara Gillis and published by John Wiley & Sons. This book was released on 2011-03-21 with total page 484 pages. Available in PDF, EPUB and Kindle. Book excerpt: The IABC Handbook of Organizational Communication THIS NEW EDITION of The IABC Handbook of Organizational Communication contains a comprehensive collection of practical knowledge about successful corporate communication and its effect on an organization as a whole. Thoroughly revised and updated to meet the realities of today’s organizational environment, the second edition of The IABC Handbook of Organizational Communication includes fresh case studies and original chapters. This vital resource contains information that is relevant to communicators in any organization, from global conglomerates to small businesses, public companies to private firms, and for-profits to nonprofits. The expert contributors cover a wealth of relevant topics, including how to excel at executive communication and executive coaching, an in-depth examination of communication counsel, a review of communication and ethics as a whole, a review of corporate social responsibility and sustainability issues, and how to prepare for communication during a crisis. The book also contains information on current issues and trends such as the effects of the recent recession and new technologies that affect strategic communication management. A review of internal and employee communication issues, the growing need for international and multicultural communication, and strategies for combining traditional and social media are explored in detail. Whether you are a professional communicator or a corporate executive without a background in the communication discipline, you will gain new insight into traditional and emerging issues in organizational communication and learn what it takes to reach stakeholders both inside and outside the organization.

Investor Relations

Author : William F. Mahoney
Publisher : New York Inst of Finance
ISBN 13 : 9780136912545
Total Pages : 433 pages
Book Rating : 4.9/5 (125 download)

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Book Synopsis Investor Relations by : William F. Mahoney

Download or read book Investor Relations written by William F. Mahoney and published by New York Inst of Finance. This book was released on 1991 with total page 433 pages. Available in PDF, EPUB and Kindle. Book excerpt: Discusses the history, geography, and culture of the Canadian province of British Columbia.

Straight Through Processing for Financial Services

Author : Ayesha Khanna
Publisher : Academic Press
ISBN 13 : 0080554849
Total Pages : 264 pages
Book Rating : 4.0/5 (85 download)

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Book Synopsis Straight Through Processing for Financial Services by : Ayesha Khanna

Download or read book Straight Through Processing for Financial Services written by Ayesha Khanna and published by Academic Press. This book was released on 2010-08-03 with total page 264 pages. Available in PDF, EPUB and Kindle. Book excerpt: As economic and regulatory pressures drive financial institutions to seek efficiency gains by improving the quality of their trading processes and systems, firms are devoting increasing amounts of capital to maintaining their competitive edge. Straight-Through Processing (STP), which automates every step in the trading system, is the most effective way for firms to remain competitive. According to the Securities Industry Association, the US securities industry will spend $8 billion to implement STP initiatives, and 99% percent of this investment will be made in systems internal to the firm. Straight-Through Processing for Financial Services: The Complete Guide provides the knowledge and tools required by operations managers and systems architects to develop and implement STP processing systems that streamline business processes to maintain competitiveness in the market. * Learn the tools and techniques for developing software systems and for streamlining business processes * Keep up to date and well informed in this highly regulated and ever changing market * Gain the knowledge and experience for a leading consultant in the field