Communication Essentials for Financial Planners Strategies and Techniques

Numbers, graphs and illustrations, and dependable formulas aren't the only tools a financial planner needs. Research now shows, to be successful and grow your business, advisors first need critical information from their clients and prospective clients and it's not a simple matter of reading a chart. Communication Essentials for Financial Planners is the authoritative, highly- focused guide to enhancing the way you interact and counsel clients to be a more effective financial planner.


Without a clearly defined methodology for using questions, feedback, and reassurance to uncover clients' true financial needs, advisors run a high risk of ineffectually serving clients and inevitably losing business. Specifically written to align with CFP Board's Job Tasks Domain, this comprehensive resource ensures you're prepared to satisfy the interpersonal skills requirements of CFP® certification. Professionals will particularly benefit from the second part of the book even if you consider yourself a good communicator due to its in-depth examination of the tools and techniques proven to be most effective by the top communicators practicing today. This complete training package goes beyond the page to include a website with visual instructional examples of communication behaviors to both emulate and stop doing. With this cornerstone reference in the CFP Board Financial Planning Series, you can:

• See communication through an accessible framework of best practices for interacting with prospective and current clients


• Raise your emotional intelligence and avoid the most common pitfalls of communicating


• Quickly practice the strategies on your own with insight from real-world examples

Communication Essentials for Financial Planners enables you to optimize your role as an advisor by making unquestionable communication part of your routine.