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The Art Of Practicing And The Art Of Communication In Financial Planning
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Book Synopsis The Art of Practicing and the Art of Communication in Financial Planning by : Harold Evensky
Download or read book The Art of Practicing and the Art of Communication in Financial Planning written by Harold Evensky and published by SAGE Publications Pvt. Limited. This book was released on 2017-10-10 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Art of Practicing and the Art of Communication in Financial Planning is a rare collection of 80 essays on what constitutes the art of practicing financial planning and the art of communication in financial planning. The contributors represent the best brains in the financial planning profession. The insightful articles will help planners to effectively use their technical skills toward ensuring their clients’ financial success and well-being. The book can be used as a supplement to Practicing Financial Planning: For Professionals and CFP® Aspirants (12th Edition) published in 2016 by SAGE Publications.
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 2017-01-30 with total page 239 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.
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.
Book Synopsis Arts and Cultural Management by : Constance DeVereaux
Download or read book Arts and Cultural Management written by Constance DeVereaux and published by Routledge. This book was released on 2018-09-03 with total page 293 pages. Available in PDF, EPUB and Kindle. Book excerpt: Arts and Cultural Management: Sense and Sensibilities in the State of the Field opens a conversation that is much needed for anyone identifying arts management or cultural management as primary areas of research, teaching, or practice. In the evolution of any field arises the need for scrutiny, reflection, and critique, as well as to display the advancements and diversity in approaches and thinking that contribute to a discipline’s forward progression. While no one volume could encompass all that a discipline is or should be, a representational snapshot serves as a valuable benchmark. This book is addressed to those who operate as researchers, scholars, and practitioners of arts and cultural management. Driven by concerns about quality of life, globalization, development of economies, education of youth, the increasing mobility of cultural groups, and many other significant issues of the twenty-first century, governments and individuals have increasingly turned to arts and culture as means of mitigating or resolving tough policy issues. For their growth, arts and culture sectors depend on people in positions of leadership and management who play a significant role in the creation, production, exhibition, dissemination, interpretation, and evaluation of arts and culture experiences for publics and policies. Less than a century old as a formal field of inquiry, however, arts and cultural management has been in flux since its inception. What is arts and cultural management? remains an open question. A comprehensive literature on the discipline, as an object of study, is still developing. This State of the Discipline offers a benchmark for those interested in the evolution and development of arts and cultural management as a branch of knowledge alongside more established disciplines of research and scholarship.
Download or read book The Art of Money written by Bari Tessler and published by Parallax Press. This book was released on 2016-06-14 with total page 298 pages. Available in PDF, EPUB and Kindle. Book excerpt: MEET YOUR FINANCIAL THERAPIST: Improve your financial literary and heal your relationship with money using this 3-part framework combining mindfulness, radical self-love, and body awareness. “An exciting, important voice to the money conversation . . . at once spiritual and practical, this is the education we've been waiting for.” —Lynne Twist, author of The Soul of Money For many of us, the most challenging and upsetting relationship in our lives is with our finances—and it often brings feelings of shame or powerlessness. Enter Bari Tessler, your new financial therapist and money-savvy best friend. Her “Art of Money” program gives you the tools you need to improve your financial literary and heal your money anxiety in 3 phases: • Money Healing: Heal money shame through body-based check-ins, transformative money rituals, and by reframing your “money story”. • Money Practices: Learn to approach money as a self-care practice—with advice on values-based bookkeeping, finding financial support, and setting up helpful tracking systems. • Money Maps: Designed to evolve with you over time, the 3-Tier Money Map helps you make good money decisions and affirm your money legacy. Bari Tessler’s gentle techniques weave together mindfulness, emotional depth, big-picture visioning, and refreshingly accessible money practices. A feminine and empowering guide, The Art of Money will help you transform your relationship with money—and in doing so, transform your life. Check out The Art of Money Workbook for more insights and teachings.
Book Synopsis Getting Started as a Financial Planner by : Jeffrey H. Rattiner
Download or read book Getting Started as a Financial Planner written by Jeffrey H. Rattiner and published by John Wiley and Sons. This book was released on 2010-05-21 with total page 376 pages. Available in PDF, EPUB and Kindle. Book excerpt: There has never been more opportunity for financial planners--or more reasons for financial professionals to consider switching the direction of their careers into this lucrative field. Today's planners will cash in on the huge surge of baby boomers preparing for retirement in the decades ahead. And as the number and complexity of investments rises, more individuals will look to financial advisers to help manage their money. In the new paperback edition of this guide, Jeffrey H. Rattiner, a practicing financial planner and educator, provides a complete, systematic, turnkey framework for the aspiring planner to follow. Starting from the key question, "Why do you want to be a financial planner?" the author guides you through the development of an effective infrastructure and client management system for your practice. The many essential concepts are clearly illustrated with examples from practicing professionals. Throughout this handbook, Rattiner provides personal insights on how and why a planner must develop a solid understanding of client needs before building a comprehensive financial plan. Getting Started as a Financial Planner has everything one needs to know—from how to set up a practice and communicate with clients to how to manage investments and market services—in order to launch a career in financial planning and to attain success in this high-growth profession.
Book Synopsis The Art and Practice of Leadership Coaching by : Howard Morgan
Download or read book The Art and Practice of Leadership Coaching written by Howard Morgan and published by John Wiley & Sons. This book was released on 2011-01-07 with total page 306 pages. Available in PDF, EPUB and Kindle. Book excerpt: Leadership coaching has become vitally important to today?s most successful businesses. The Art and Practice of Leadership Coaching is a landmark resource that presents a variety of perspectives and best practices from today?s top executive coaches. It provides valuable guidance on exactly what the best coaches are now doing to get the most out of leaders, for now and into the future. Revealing core philosophies, critical capabilities, and the secrets of coaching success, this one-of-a-kind guide includes essays from fifty top coaches, including Ken Blanchard and Frances Hesselbein. Packed with cutting-edge ideas and proven best practices, this is the definitive source of information for anyone dealing with coaching.
Book Synopsis The Art of Aesthetic Surgery by : Foad Nahai, M.D.
Download or read book The Art of Aesthetic Surgery written by Foad Nahai, M.D. and published by CRC Press. This book was released on 2015-05-05 with total page 3224 pages. Available in PDF, EPUB and Kindle. Book excerpt: Seldom does a book achieve status as a classic in its first edition, but The Art of Aesthetic Surgery by Foad Nahai has been hailed as a masterpiece since its inception. Reviews have been universally laudatory, and residents and experienced practitioners alike have embraced this work as the ultimate resource on all things aesthetic. Now, this landmark work has been totally revised and updated with over 40 new chapters (many with new authors) and every chapter has been revised to reflect the latest trends, techniques, and information. This three-volume set also includes seven DVDs with 24 operative videos. Comprehensive Coverage 93 chapters in three volumes cover the full range of cosmetic medical treatments and aesthetic operations. Topics include: Hair transplantation and brow lift Eyelid surgery Laser resurfacing and chemical peels Tissue fillers and fat grafting Rhytidectomy and face and neck lift Facial implants Rhinoplasty and ptoplasty Lip rejuvenation Breast augmentation, reduction, and mastoplexy Surgical, noninvasive, and minimally invasive body contouring Liposuction To address the modern physician’s need for business acumen as well as surgical skill, three chapters focus on practice management, ranging from practice model options, staff and financial management, marketing and communications, and legal issues. World-Renowned Authors Dr. Foad Nahai is an acknowledged leader in aesthetic surgery. He has personally written a third of the chapters for this three-volume work. His contributors, representing the "who’s who" of aesthetic surgery, provide detailed accounts of their techniques for the different operations, as well as the planning process so crucial to producing excellent results. Help with Decision-Making Of particular note are the clinical decision-making chapters authored by Dr. Nahai. This invaluable insight provides readers with a unique overview of the various options for each problem, along with his preferred solutions. Complete with algorithms and case studies, this problem-solving feature offers the expert guidance necessary to sort through options, understand their advantages and limitations, and make the best choice for each patient. Necessary Anatomy Key chapters introducing each major anatomic region or topic area focus on applied anatomy and provide essential information that the surgeon needs to know to execute these surgical maneuvers safely and effectively. Reliable Format This new edition maintains the same features that made the previous edition so popular, including beautiful medical illustrations, large type for readability, and a consistent, comprehensive approach. The semi-atlas format features the applicable images located next to legend text for enhanced clarity.
Book Synopsis Intercultural Communication for Managers by : Michael B. Goodman
Download or read book Intercultural Communication for Managers written by Michael B. Goodman and published by Business Expert Press. This book was released on 2013-08-29 with total page 221 pages. Available in PDF, EPUB and Kindle. Book excerpt: People have always found a way to trade with one another, overcoming enormous barriers. Business and trade relationships are often the foundation for nations to thrive in peace. This book will help you learn about building a successful global relationship for your company, working together in peace while educating yourself and co-workers. Inside, the author teaches you about the essential responsibility to a global environment—knowledge of the people, organizations, and companies you want to work with. Becoming acquainted and eventually immersed in the history, geography, values, traditions, taboos, mindset, prejudices, and legal systems of someone else is an essential step to successful relationships with people from other parts of the world. Knowledge of the culture and management practices of their company is the second step toward success—how they make decisions; how they organize; how they work together; how they view the outside world; how they tolerate risk; how they settle disagreements; how they run meetings; how they view time; how they demonstrate their mission and values. This book will detail all of that so that you can make yourself and your company a real success in a global world.
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.
Download or read book Client Psychology written by CFP Board and published by John Wiley & Sons. This book was released on 2018-02-21 with total page 305 pages. Available in PDF, EPUB and Kindle. Book excerpt: A Client-Centered approach to Financial Planning Practice built by Research for Practitioners The second in the CFP Board Center for Financial Planning Series, Client Psychology explores the biases, behaviors, and perceptions that impact client decision-making and overall financial well-being. This book, written for practitioners, researchers, and educators, outlines the theory behind many of these areas while also explicitly stating how these related areas directly impact financial planning practice. Additionally, some chapters build an argument based solely upon theory while others will have exclusively practical applications. Defines an entirely new area of focus within financial planning practice and research: Client Psychology Serves as the essential reference for financial planners on client psychology Builds upon and expands the body of knowledge for financial planning Provides insight regarding the factors that impact client financial decision-making from a multidisciplinary approach If you’re a CFP® professional, researcher, financial advisor, or student pursuing a career in financial planning or financial services, this book deserves a prominent spot on your professional bookshelf.
Book Synopsis The Art and Practice of Court Administration by : Alexander B. Aikman
Download or read book The Art and Practice of Court Administration written by Alexander B. Aikman and published by CRC Press. This book was released on 2006-12-15 with total page 486 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Art and Practice of Court Administration explores the context in which court administration is practiced and identifiesthe qualities and skills court administrators need. Divided into two major parts, part one covers the history of the field and how courts are organized, environmental conditions in which court administration is practiced, special impact on courts of the elected clerk of court, prosecutor, and the sheriff, the judge’s administrative roles, as well as how a judge’s judicial and administrative roles work with management. The second part reviews a new approach for setting and adjusting priorities among the multiple functions courts perform—the Hierarchy of Court Administration. It defines priorities, analyzes court roles that establish mission critical functions, and sets an agenda for advancing courts throughout this century. Thorough and complete, The Art and Practice of Court Administration details how courts operate, the court administrator’s position and responsibilities, and approachestoissues and problems.
Book Synopsis The Million-Dollar Financial Advisor Team by : David J. Mullen, Jr.
Download or read book The Million-Dollar Financial Advisor Team written by David J. Mullen, Jr. and published by AMACOM. This book was released on 2018-08-21 with total page 305 pages. Available in PDF, EPUB and Kindle. Book excerpt: Based on interviews with fifteen top financial advisors, this priceless toolkit contains universal principles to guide both veteran and new financial professionals to immediate success. This book features two complete case studies, featuring a “best of the best” advisor whose incredible success showcases the power of all the book's principles working together in concert, and an account of a remarkable and inspiring career turn around that demonstrates it's never too late to reinvent yourself. The Million-Dollar Financial Advisor distills these success principles into thirteen distinct step-by-step lessons that teaches you: how to build and focus on client relationships, have a top advisor mindset, develop a long-term approach, and much more. Brimming with practical advice from author David J. Mullen and expert insights from his interview subjects, The Million-Dollar Financial Advisor equips any financial advisor to succeed--regardless of market conditions.
Book Synopsis Financial Management by : Bhalla V.K.
Download or read book Financial Management written by Bhalla V.K. and published by S. Chand Publishing. This book was released on with total page 1087 pages. Available in PDF, EPUB and Kindle. Book excerpt: Part-I: Foundations Of Finance Part-Ii: Valuation Part-Iii: Capital Budgeting Decisions Part -Iv: Long-Term Financing And Required Rate Of Return Part-V: The Management Of Working Capital Part-Vi: Selected Topics In Contemporary Finance Appendices Index
Book Synopsis Strategic Financial Management by : Muhammad Ali
Download or read book Strategic Financial Management written by Muhammad Ali and published by Emerald Group Publishing. This book was released on 2024-10-25 with total page 201 pages. Available in PDF, EPUB and Kindle. Book excerpt: Investigating theoretical frameworks, identifying problems, and discussing implications for managers, entrepreneurs, and policymakers, regulatory changes and compliance challenges are dissected in this book, providing a timely guide for managers to navigate the evolving regulatory landscape.
Book Synopsis Portfolio Management for Financial Advisors by : Prince Sarpong
Download or read book Portfolio Management for Financial Advisors written by Prince Sarpong and published by Centre for financial Planning Studies. This book was released on 2024-01-22 with total page 319 pages. Available in PDF, EPUB and Kindle. Book excerpt: Volume 2 of Portfolio Management for Financial Advisors is a visionary exploration into the evolving landscape of managing client portfolios in financial planning. Being more than a sequel, this book challenges the financial planning profession to aspire for profound impact. Beyond foundational concepts, the author blends professional experience with academic rigour to provide a unique lens on managing client portfolios. Among other topics, the book delves into practical tools for portfolio risk management, retirement portfolio management, and boldly asserts the profession's potential to address global challenges.
Book Synopsis The Art of Agile Practice by : Bhuvan Unhelkar
Download or read book The Art of Agile Practice written by Bhuvan Unhelkar and published by CRC Press. This book was released on 2016-04-19 with total page 527 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Art of Agile Practice: A Composite Approach for Projects and Organizations presents a consistent, integrated, and strategic approach to achieving "Agility" in your business. Transcending beyond Agile as a software development method, it covers the gamut of methods in an organization-including business processes, governance standards, project ma
