The Financial Professionals Guide to Communication by Robert L Finder

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The Financial Professionals Guide to Communication by Robert L Finder

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The Financial Professionals Guide to Communication by Robert L Finder

An indispensable guide for financial managers, showing you how to communicate powerfully and successfully with today’s deeply sceptical clients.   To succeed in today’s radically new environment, financial advisors must transform the way they communicate. In this book, one of the world’s leading experts on the financial client relationship will show you how to do precisely that.   Drawing on his experience training hundreds of elite financial professionals, Bob Finder shows you how to actively listen, speak plainly with precision and passion, and engage clients with uncommon effectiveness.

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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.

SKU Nicht verfügbar
ISBN 13 9780133017908
ISBN 10 0133017907
Titel The Financial Professionals Guide to Communication
Autor Robert L Finder
Buchzustand Nicht verfügbar
Verlag Pearson Education (US)
Erscheinungsjahr 2012-11-29
Seitenanzahl 208
Hinweis auf dem Einband Die Abbildung des Buches dient nur Illustrationszwecken, die tatsächliche Bindung, das Cover und die Auflage können sich davon unterscheiden.
Hinweis Nicht verfügbar