Working with the Emotional Investor: Financial Psychology for Wealth Managers EBOOK Tooltip Financial Psychology for Wealth Managers

  • bol.com Kobo LeesappEbooks lezen is heel makkelijk. Na aankoop zijn ze direct beschikbaar op je Kobo e-reader en op je smartphone of tablet met de gratis bol.com Kobo app.

  • Engels
  • E-book
  • 9781440845130
  • augustus 2016
  • Adobe ePub
Alle productspecificaties

Productbeschrijving

Despite the fact that wealth advisors may employ algorithms, fancy financial models, economic theory, and predictive reasoning to forecast future investment returns, according to seasoned wealth management advisor Chris White, people—in other words, clients—basically decide how much risk to take with their money based on emotional factors such as the love they received as children, early life experiences of loss and ''imperfect love,'' psychic wounds, and family traumas. A must-read for anyone in the wealth management profession, including wealth advisors, financial consultants, certified financial analysts, and retirement advisors, this groundbreaking book offers a radically new and well-articulated framework for managing relationships with clients as well as the essential tools to advise, mentor, and guide clients in making financial management decisions.


Readers will understand how to recognize the emotional and psychological factors behind investor behavior and apply this insight to be a better wealth advisor. The author explains why early childhood experiences of love, joy, and loss and sometimes very subtle family dynamics play a key role in adult investor behavior; why being sensitive to an individual's unique psychological ''systems'' is key to being able to accurately assess his or her tolerance and acceptance of risk-taking as part of the wealth management process; what can cause a client's personality to change, especially in high-stress or high-stakes situations; and how to employ sophisticated client relationship management practices such as curiosity, appreciative inquiry, and powerful questioning to understand clients' needs at a deep psychological level.

Productspecificaties

Inhoud

Taal
Engels
Bindwijze
E-book
Verschijningsdatum
augustus 2016
Ebook formaat
Adobe ePub

Betrokkenen

Auteur
Chris White Richard Koonce
Co-auteur
Richard Koonce
Uitgever
Praeger

Lees mogelijkheden

Lees dit ebook op
Android (smartphone en tablet) | Kobo e-reader | Desktop (Mac en Windows) | iOS (smartphone en tablet) | Windows (smartphone en tablet) | Overige e-reader

EAN

EAN
9781440845130

Overige kenmerken

Subtitel
Financial Psychology for Wealth Managers

Je vindt dit artikel in

Categorieën
Nog geen reviews
Bindwijze: E-book
28 99
Direct beschikbaar
Verkoop door bol.com
  • E-book is direct beschikbaar na aankoop
  • E-books lezen is voordelig
  • Dag en nacht klantenservice
  • Veilig betalen