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The art of practicing and the art of communication in financial planning /
| Clasificación: | Libro Electrónico |
|---|---|
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
New Delhi :
SAGE,
2017.
|
| Temas: | |
| Acceso en línea: | Texto completo |
Tabla de Contenidos:
- Cover page ; Contents; Prologue; Introduction to the Book by Charles Schwab; Part I The Art of Practicing Financial Planning; Introduction to Part I by Bob Veres; The Art of Practicing Financial Planning; A Few Thoughts about Financial Planning from a Veteran Financial Planner; Financial Planning Involves Both Science and Art; Competency, Education, Service; The Art of Financial Planning: The Value of Storytelling, Emotional Intelligence, and Empathy; The Magic in the Art; From the Other Side of the Table; What Constitutes the Art of Practicing Financial Planning?
- The Art of Financial PlanningThe Art of Financial Planning: Trust-Responsiveness-Listening-Anticipation; The Magic of Financial Planning; Communication: The Art of Planning; The Science and Art of Financial Planning; The Art of Financial Planning; Solving the Anomaly of the Advisory Industry: Improving the Art of Financial Planning; What Constitutes the Art of Practicing Financial Planning?; The Art of Financial Planning; What Constitutes the Art of Financial Planning: A Personal View; Technology and the Art of Practicing Financial Planning; The Art of Practicing Financial Planning.
- The Art of Practicing Financial PlanningThe Art of Financial Planning; The Art and Science of Financial Planning; The Art of Financial Planning; Sitting on the Same Side of the Table; A Very Personal and Complex Art; How Financial Planning Changed My Life; What Constitutes the Art of Practicing Financial Planning; Creating an ROL-centered Practice; What Constitutes the Art of Practicing Financial Planning? My Personal View; The Art of Financial Planning; Art Succeeds Where Science Fails; The Art of Financial Planning; Planning from the Inside Out.
- What Constitutes the Art of Practicing Financial Planning?Foundation of the Art of Financial Planning; What Constitutes the Art of Practicing Financial Planning? My Personal View; Clients (Rightly) Change Their Minds Throughout the Process; The Art of Financial Planning; The Art of Retirement Income Planning; Marketing page ; Part II The Art of Communication in Financial Planning by Carl Richards; Introduction to Part II by Evan Simonoff; List of Articles; 3 Basics of a College Financial Plan; Accepting the Uncertainty of Our Financial Life; Beware Financial Comparisons With Others.
- Beware of Investments Promoted as 'Just Like a C.D.'Dealing With an Investing Blind Spot; Diversification Isn't Broken, It Just Takes a While; Feeling Overwhelmed? Take a Deep Breath; Filling in the Worry Groove in Your Brain; Stop and Acknowledge How Much Luck Has to Do With Your Success; For True Freedom, Learn to Deal With Uncertainty; Honesty Tops Any Checklist When Looking for an Adviser; In Soccer and Investing, Bias Is Toward Action; Investing Against the Odds, and the Facts; Learning How to Deal With the Haters; Learning to Deal With the Impostor Syndrome.