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The Financial Professional's Guide to Communication: How to Strengthen Client Relationships and Build New Ones [NOOK Book]

Overview

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 ...
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The Financial Professional's Guide to Communication: How to Strengthen Client Relationships and Build New Ones

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Overview

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.
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Product Details

  • ISBN-13: 9780133017915
  • Publisher: Pearson Education
  • Publication date: 11/1/2012
  • Series: Applied Corporate Finance
  • Sold by: Barnes & Noble
  • Format: eBook
  • Edition number: 1
  • Pages: 208
  • Sales rank: 1,145,943
  • File size: 2 MB

Meet 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.

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Table of Contents

Introduction: The Power of the Dance 1

Chapter 1: Defining Your Core 5

Chapter 2: The Secret of Listening…Critically 23

Chapter 3: “Your Financial Professional Will See and Hear You Differently Now” 45

Chapter 4: Please, Tell Me More 53

Chapter 5: Any Simple Questions? 69

Chapter 6: The Secret of Speaking…Critically 85

Chapter 7: Just Get Rid of Them 95

Chapter 8: What Did He Say? 105

Chapter 9: The Eyes Say It All 113

Chapter 10: Are You a Substance Abuser? 131

Chapter 11: It’s Showtime! 159

Chapter 12: Wise Emperors 177

Conclusion: Let the Dance Begin 185

Index 193

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