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

Finder, Robert L

ISBN 10: 0133017907 / ISBN 13: 9780133017908

Published by FT Press (edition 1), 2012

About this Item

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Seller Inventory # 0133017907-7-1-13

Bibliographic Details

• Title: The Financial Professional's Guide to Communication: How to Strengthen Client Relationships and Build New Ones
• Publisher: FT Press (edition 1)
• Publication Date: 2012
• Language: English
• ISBN 10: 0133017907
• ISBN 13: 9780133017908
• Binding: Hardcover
• Edition: 1.
• Condition: Fair

About this title

Synopsis

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.

About 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.