The Financial Professionals Guide to Communication
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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 todays deeply sceptical clients. To succeed in todays radically new environment, financial advisors must transform the way they communicate. In this book, one of the worlds 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.
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 | Unavailable |
| ISBN 13 | 9780133017908 |
| ISBN 10 | 0133017907 |
| Title | The Financial Professionals Guide to Communication |
| Author | Robert L Finder |
| Condition | Unavailable |
| Publisher | Pearson Education (US) |
| Year published | 2012-11-29 |
| Number of pages | 208 |
| Cover note | Book picture is for illustrative purposes only, actual binding, cover or edition may vary. |
| Note | Unavailable |