Author: Andrew Sobel
Publisher: John Wiley & Sons
ISBN: 1119619106
Category : Business & Economics
Languages : en
Pages : 256
Book Description
World-renowned client relationship authority shows you how to dramatically grow your business by mastering fourteen critical client development challenges Andrew Sobel, author of the international bestsellers Clients for Life and Power Questions, offers a proven,100-day plan for conquering 14 tough client development challenges and growing your client base in any market conditions. He’s encapsulated 25 years of unique research, including personal interviews with over 8000 top executives and successful rainmakers, into a practical roadmap for winning more new clients and growing your existing relationships. You’ll learn specific strategies to move confidently and predictably from a first meeting to a signed contract, and discover the agenda-setting techniques that create a steady stream of sole-source business. You’ll master the art of reframing client requests, leading to broader, higher-impact engagements. You’ll dramatically sharpen your ability to ask the powerful questions that can transform your client relationships. And, you’ll learn to develop advisory relationships with influential C-suite executives. Andrew illustrates each weekly challenge with real-life examples drawn from thousands of executive meetings. He shares success strategies from having grown and led three highly successful professional service businesses. Andrew has taught these strategies to over 50,000 professionals around the world, and they’re now available to you in this highly readable, portable masterclass. Whether you are early in your career and need a comprehensive guide to grow your client base from the ground up or are a seasoned practitioner who wants to accelerate your business growth, It Starts With Clients will take you to the next level.
It Starts With Clients
Author: Andrew Sobel
Publisher: John Wiley & Sons
ISBN: 1119619106
Category : Business & Economics
Languages : en
Pages : 256
Book Description
World-renowned client relationship authority shows you how to dramatically grow your business by mastering fourteen critical client development challenges Andrew Sobel, author of the international bestsellers Clients for Life and Power Questions, offers a proven,100-day plan for conquering 14 tough client development challenges and growing your client base in any market conditions. He’s encapsulated 25 years of unique research, including personal interviews with over 8000 top executives and successful rainmakers, into a practical roadmap for winning more new clients and growing your existing relationships. You’ll learn specific strategies to move confidently and predictably from a first meeting to a signed contract, and discover the agenda-setting techniques that create a steady stream of sole-source business. You’ll master the art of reframing client requests, leading to broader, higher-impact engagements. You’ll dramatically sharpen your ability to ask the powerful questions that can transform your client relationships. And, you’ll learn to develop advisory relationships with influential C-suite executives. Andrew illustrates each weekly challenge with real-life examples drawn from thousands of executive meetings. He shares success strategies from having grown and led three highly successful professional service businesses. Andrew has taught these strategies to over 50,000 professionals around the world, and they’re now available to you in this highly readable, portable masterclass. Whether you are early in your career and need a comprehensive guide to grow your client base from the ground up or are a seasoned practitioner who wants to accelerate your business growth, It Starts With Clients will take you to the next level.
Publisher: John Wiley & Sons
ISBN: 1119619106
Category : Business & Economics
Languages : en
Pages : 256
Book Description
World-renowned client relationship authority shows you how to dramatically grow your business by mastering fourteen critical client development challenges Andrew Sobel, author of the international bestsellers Clients for Life and Power Questions, offers a proven,100-day plan for conquering 14 tough client development challenges and growing your client base in any market conditions. He’s encapsulated 25 years of unique research, including personal interviews with over 8000 top executives and successful rainmakers, into a practical roadmap for winning more new clients and growing your existing relationships. You’ll learn specific strategies to move confidently and predictably from a first meeting to a signed contract, and discover the agenda-setting techniques that create a steady stream of sole-source business. You’ll master the art of reframing client requests, leading to broader, higher-impact engagements. You’ll dramatically sharpen your ability to ask the powerful questions that can transform your client relationships. And, you’ll learn to develop advisory relationships with influential C-suite executives. Andrew illustrates each weekly challenge with real-life examples drawn from thousands of executive meetings. He shares success strategies from having grown and led three highly successful professional service businesses. Andrew has taught these strategies to over 50,000 professionals around the world, and they’re now available to you in this highly readable, portable masterclass. Whether you are early in your career and need a comprehensive guide to grow your client base from the ground up or are a seasoned practitioner who wants to accelerate your business growth, It Starts With Clients will take you to the next level.
Connecting with Clients
Author: Paul Cowan
Publisher: Harriman House Limited
ISBN: 0857198602
Category : Business & Economics
Languages : en
Pages : 201
Book Description
CLIENT RELATIONSHIPS Finding some clients difficult to understand? Confused when they say one thing but mean another? Need better, more useful feedback? Sometimes feel on the back-foot? Have trouble managing client expectations? Wonder why they seem impossible to please? Concerned about being blind-sided by unexpected client loss? THIS BOOK IS YOUR LIFELINE Connecting with Clients contains new ideas derived from the world’s leading relationship experts Insights from over 500,000 pieces of client feedback worldwide With tips and guidance from an adman, organisational change agent, couples’ counsellor and co-founder of The Client Relationship Consultancy Dip into short chapters and discover a valuable insight on every page REJUVENATE YOUR CLIENT RELATIONSHIPS With the help of this book, you will be able to: Evaluate your client relationships and diagnose issues Recognise your part in a problem Obtain useful and clear feedback Understand, relate to and communicate with your clients Manage yourself and your team members Get the best from your clients so that they get the best from you CONNECTING WITH CLIENTS WILL SAVE YOU TIME, EFFORT AND MONEY AND MAKE LIFE MORE ENJOYABLE.
Publisher: Harriman House Limited
ISBN: 0857198602
Category : Business & Economics
Languages : en
Pages : 201
Book Description
CLIENT RELATIONSHIPS Finding some clients difficult to understand? Confused when they say one thing but mean another? Need better, more useful feedback? Sometimes feel on the back-foot? Have trouble managing client expectations? Wonder why they seem impossible to please? Concerned about being blind-sided by unexpected client loss? THIS BOOK IS YOUR LIFELINE Connecting with Clients contains new ideas derived from the world’s leading relationship experts Insights from over 500,000 pieces of client feedback worldwide With tips and guidance from an adman, organisational change agent, couples’ counsellor and co-founder of The Client Relationship Consultancy Dip into short chapters and discover a valuable insight on every page REJUVENATE YOUR CLIENT RELATIONSHIPS With the help of this book, you will be able to: Evaluate your client relationships and diagnose issues Recognise your part in a problem Obtain useful and clear feedback Understand, relate to and communicate with your clients Manage yourself and your team members Get the best from your clients so that they get the best from you CONNECTING WITH CLIENTS WILL SAVE YOU TIME, EFFORT AND MONEY AND MAKE LIFE MORE ENJOYABLE.
The Irresistible Consultant's Guide to Winning Clients
Author: David A. Fields
Publisher: Morgan James Publishing
ISBN: 1683501659
Category : Business & Economics
Languages : en
Pages : 273
Book Description
This deeply insightful guide to understanding what clients really want is “an indispensable resource for consultants” (Keith Ferrazzi, #1 New York Times-bestselling author of Never Eat Alone). Independent consulting is a potentially lucrative enterprise—but the reality seldom matches the dream. Most solo consultants and boutique consulting firms are perpetually within six months of bankruptcy due to the sputtering unreliability of their new business engines. The problem, according to international consulting expert David A. Fields, is twofold: 1) lack of a consistent, proven plan, and 2) fundamental misunderstanding about what clients want in a consultant. Fields, who has helped hundreds of consultants and boutique firms worldwide build profitable, sustainable practices, replaces the typical consultant’s mindset of emphasizing expertise and differentiated processes with a focus on building relationships, engendering trust, and solving clients’ existing problems. In The Irresistible Consultant’s Guide to Winning Clients, Fields synthesizes his decades of experience into a step-by-step approach to winning more projects from more clients at higher fees. From nuts-and-bolts business advice and tactics to a deeply insightful breakdown of the human side of a very human profession, Fields, named one of Advertising Age magazine’s “Marketing Top 100,” delivers a comprehensive guidebook that is at once highly approachable and satisfyingly detailed. “If I could have just one book on client strategy, this book would be it.” —Marshall Goldsmith, #1 New York Times–bestselling author of Triggers
Publisher: Morgan James Publishing
ISBN: 1683501659
Category : Business & Economics
Languages : en
Pages : 273
Book Description
This deeply insightful guide to understanding what clients really want is “an indispensable resource for consultants” (Keith Ferrazzi, #1 New York Times-bestselling author of Never Eat Alone). Independent consulting is a potentially lucrative enterprise—but the reality seldom matches the dream. Most solo consultants and boutique consulting firms are perpetually within six months of bankruptcy due to the sputtering unreliability of their new business engines. The problem, according to international consulting expert David A. Fields, is twofold: 1) lack of a consistent, proven plan, and 2) fundamental misunderstanding about what clients want in a consultant. Fields, who has helped hundreds of consultants and boutique firms worldwide build profitable, sustainable practices, replaces the typical consultant’s mindset of emphasizing expertise and differentiated processes with a focus on building relationships, engendering trust, and solving clients’ existing problems. In The Irresistible Consultant’s Guide to Winning Clients, Fields synthesizes his decades of experience into a step-by-step approach to winning more projects from more clients at higher fees. From nuts-and-bolts business advice and tactics to a deeply insightful breakdown of the human side of a very human profession, Fields, named one of Advertising Age magazine’s “Marketing Top 100,” delivers a comprehensive guidebook that is at once highly approachable and satisfyingly detailed. “If I could have just one book on client strategy, this book would be it.” —Marshall Goldsmith, #1 New York Times–bestselling author of Triggers
Million Dollar Consulting
Author: Alan Weiss
Publisher: McGraw Hill Professional
ISBN: 0071626190
Category : Business & Economics
Languages : en
Pages : 419
Book Description
The Long-Awaited Update for Buildinga Thriving Consultancy Completely updated for today’s busier-than-ever consultants, this classic guide covers the ins andouts for competing and winning in this ultracompetitive field. You’ll find step-by-step advice on howto raise capital, attract clients, create a marketing plan, and grow your business into a $1 million-per-yearfirm, plus brand-new material on: Blogging and social networking Global consulting Delegating labor Profiting in a troubled market Retainer business Internet marketing Praise for the previous editions of Million Dollar Consulting: “If you’re interested in becoming a rich consultant, this book is a must read.” Robert F. Mager, founder and president, Mager Associates, and member of the Training & Development Hall of Fame “Blast out of the per diem trap and into value billing.” Jim Kennedy, founder, publisher, and editor, Consultants News “The advice on developing price structure alone is worth a hundred times the price of the book.” William C. Byham, Ph.D., author of Zapp! “Must reading for those who are beginning a practice orseeking to upgrade an existing practice.” Victor H. Vroom, John G. Searle Professor, School of Management, Yale University
Publisher: McGraw Hill Professional
ISBN: 0071626190
Category : Business & Economics
Languages : en
Pages : 419
Book Description
The Long-Awaited Update for Buildinga Thriving Consultancy Completely updated for today’s busier-than-ever consultants, this classic guide covers the ins andouts for competing and winning in this ultracompetitive field. You’ll find step-by-step advice on howto raise capital, attract clients, create a marketing plan, and grow your business into a $1 million-per-yearfirm, plus brand-new material on: Blogging and social networking Global consulting Delegating labor Profiting in a troubled market Retainer business Internet marketing Praise for the previous editions of Million Dollar Consulting: “If you’re interested in becoming a rich consultant, this book is a must read.” Robert F. Mager, founder and president, Mager Associates, and member of the Training & Development Hall of Fame “Blast out of the per diem trap and into value billing.” Jim Kennedy, founder, publisher, and editor, Consultants News “The advice on developing price structure alone is worth a hundred times the price of the book.” William C. Byham, Ph.D., author of Zapp! “Must reading for those who are beginning a practice orseeking to upgrade an existing practice.” Victor H. Vroom, John G. Searle Professor, School of Management, Yale University
Clients for Life
Author: Andrew Sobel
Publisher: Simon and Schuster
ISBN: 0743215095
Category : Business & Economics
Languages : en
Pages : 269
Book Description
Finally, the book that all professionals frustrated with fleeting client loyalty and relentless price pressure have waited for—the first in-depth, guide to developing lasting client relationships. Millions of people in this country earn their livings by serving clients, and their numbers are growing every day. Unfortunately, far too few develop the skills and strategies needed to rise to the top in a world where clients have almost unlimited access to information and expertise. Clients for Life sets forth a comprehensive framework for how professionals in all fields can develop breakthrough relationships with their clients and enjoy enduring client loyalty. Supported by more than 100 case studies and wisdom gleaned from interviews with dozens of leading CEOs and prominent business advisors, Clients for Life identifies what clients really want and lays out the core qualities that distinguish the client advisor—an irreplaceable resource—from the expert for hire, a tradable commodity. Readers will learn, for example, to develop selfless independence, which tempers complete emotional, intellectual, and financial independence with a powerful commitment to client needs; to become deep generalists and overcome the narrow perspective caused by specialization; to systematically build lifelong trust; and to cultivate the power of synthesis—big-picture thinking—that is so highly valued by clients. Portraits of history's most famously successful advisors, including Machiavelli, Sir Thomas More, and J. P. Morgan, underscore these timeless qualities that modern professionals need to develop to excel in today's competitive environment.
Publisher: Simon and Schuster
ISBN: 0743215095
Category : Business & Economics
Languages : en
Pages : 269
Book Description
Finally, the book that all professionals frustrated with fleeting client loyalty and relentless price pressure have waited for—the first in-depth, guide to developing lasting client relationships. Millions of people in this country earn their livings by serving clients, and their numbers are growing every day. Unfortunately, far too few develop the skills and strategies needed to rise to the top in a world where clients have almost unlimited access to information and expertise. Clients for Life sets forth a comprehensive framework for how professionals in all fields can develop breakthrough relationships with their clients and enjoy enduring client loyalty. Supported by more than 100 case studies and wisdom gleaned from interviews with dozens of leading CEOs and prominent business advisors, Clients for Life identifies what clients really want and lays out the core qualities that distinguish the client advisor—an irreplaceable resource—from the expert for hire, a tradable commodity. Readers will learn, for example, to develop selfless independence, which tempers complete emotional, intellectual, and financial independence with a powerful commitment to client needs; to become deep generalists and overcome the narrow perspective caused by specialization; to systematically build lifelong trust; and to cultivate the power of synthesis—big-picture thinking—that is so highly valued by clients. Portraits of history's most famously successful advisors, including Machiavelli, Sir Thomas More, and J. P. Morgan, underscore these timeless qualities that modern professionals need to develop to excel in today's competitive environment.
How Clients Buy
Author: Tom McMakin
Publisher: John Wiley & Sons
ISBN: 111943470X
Category : Business & Economics
Languages : en
Pages : 279
Book Description
The real-world guide to selling your services and bringing in business How Clients Buy is the much-needed guide to selling your services. If you're one of the millions of people whose skills are the 'product,' you know that you cannot be successful unless you bring in clients. The problem is, you're trained to do your job—not sell it. No matter how great you may be at your actual role, you likely feel a bit lost, hesitant, or 'behind' when it comes to courting clients, an unfamiliar territory where you're never quite sure of the line between under- and over-selling. This book comes to the rescue with real, practical advice for selling what you do. You'll have to unlearn everything you know about sales, but then you'll learn new skills that will help you make connections, develop rapport, create interest, earn trust, and turn prospects into clients. Business development is critical to your personal success, and your skills in this area will dictate the course of your career. This invaluable guide gives you a set of real-world best practices that can help you become the rainmaker you want to be. Get the word out and make productive connections Drop the fear of self-promotion and advertise your accomplishments Earn potential clients' trust to build a lasting relationship Scrap the sales pitch in favor of honesty, positivity, and value Working in the consulting and professional services fields comes with difficulties not encountered by those who sell tangible products. Services are often under-valued, and become among the first things to go when budgets get tight. It is now harder than ever to sell professional services, so your game must be on-point if you hope to out-compete the field. How Clients Buy shows you how to level up and start winning the client list of your dreams.
Publisher: John Wiley & Sons
ISBN: 111943470X
Category : Business & Economics
Languages : en
Pages : 279
Book Description
The real-world guide to selling your services and bringing in business How Clients Buy is the much-needed guide to selling your services. If you're one of the millions of people whose skills are the 'product,' you know that you cannot be successful unless you bring in clients. The problem is, you're trained to do your job—not sell it. No matter how great you may be at your actual role, you likely feel a bit lost, hesitant, or 'behind' when it comes to courting clients, an unfamiliar territory where you're never quite sure of the line between under- and over-selling. This book comes to the rescue with real, practical advice for selling what you do. You'll have to unlearn everything you know about sales, but then you'll learn new skills that will help you make connections, develop rapport, create interest, earn trust, and turn prospects into clients. Business development is critical to your personal success, and your skills in this area will dictate the course of your career. This invaluable guide gives you a set of real-world best practices that can help you become the rainmaker you want to be. Get the word out and make productive connections Drop the fear of self-promotion and advertise your accomplishments Earn potential clients' trust to build a lasting relationship Scrap the sales pitch in favor of honesty, positivity, and value Working in the consulting and professional services fields comes with difficulties not encountered by those who sell tangible products. Services are often under-valued, and become among the first things to go when budgets get tight. It is now harder than ever to sell professional services, so your game must be on-point if you hope to out-compete the field. How Clients Buy shows you how to level up and start winning the client list of your dreams.
Dear Client
Author: Bonnie Siegler
Publisher: Artisan
ISBN: 1579658555
Category : Business & Economics
Languages : en
Pages : 209
Book Description
In a world where every business, brand, product, and service needs a strong visual identity, it’s critical for clients and creative professionals to work together. And the key to success, as with any relationship, is communication. In Dear Client, award-winning graphic designer Bonnie Siegler offers an invaluable step-by-step guide to how to talk so creatives will listen, and how to listen when creatives talk. Written as a series of honest, friendly lessons—“Know What You Like,” “Decide Who Will Decide,” “Focus Groups Suck,” “Don’t Say ‘Make It Yellow,’ Say ‘Make It Sunny,’” “Serve Lunch During Lunchtime Meetings”—it shows exactly how to deal with the subjectivity, emotional pitfalls, and occasional chaos of a creative partnership. Here’s how to articulate your visual goals and set a clear, consistent direction. How to give feedback that works and avoid words that inhibit creative thinking. How to be open to something you didn’t imagine. And most of all, how to have fun, save money, and get the results you want.
Publisher: Artisan
ISBN: 1579658555
Category : Business & Economics
Languages : en
Pages : 209
Book Description
In a world where every business, brand, product, and service needs a strong visual identity, it’s critical for clients and creative professionals to work together. And the key to success, as with any relationship, is communication. In Dear Client, award-winning graphic designer Bonnie Siegler offers an invaluable step-by-step guide to how to talk so creatives will listen, and how to listen when creatives talk. Written as a series of honest, friendly lessons—“Know What You Like,” “Decide Who Will Decide,” “Focus Groups Suck,” “Don’t Say ‘Make It Yellow,’ Say ‘Make It Sunny,’” “Serve Lunch During Lunchtime Meetings”—it shows exactly how to deal with the subjectivity, emotional pitfalls, and occasional chaos of a creative partnership. Here’s how to articulate your visual goals and set a clear, consistent direction. How to give feedback that works and avoid words that inhibit creative thinking. How to be open to something you didn’t imagine. And most of all, how to have fun, save money, and get the results you want.
Growing Happy Clients
Author: Ward van Gasteren
Publisher: Ward van Gasteren
ISBN:
Category : Business & Economics
Languages : en
Pages : 356
Book Description
As a growth hacker you know how to growth hack. You know how to discover bottlenecks, measure impact and run experiments. But do you know as a consultant: - The five principles to handle any and every client you come across? - How to create internal fans within a company to ensure your contract gets renewed? - How to rid yourself of the confining label of Marketing and have a broader impact? If the answer to any of these questions is ‘no’, then this book is for you. Growing Happy Clients takes you a step further than the ‘Happily Ever After’ of every growth hacking book on growth processes. You’ve got your client, you’ve got your skills, but now you need the abilities to deal with messy situations and internal challenges. To ensure that you get the hours and tools you need to guide your client to success. In Growing Happy Clients, we take you from kickoff to project reflection, teaching you all the ‘soft skills’ that separate a successful growth hacker from the rest. Whether you’re a growth hacker or marketer freelancer, part of an agency or in-house, you will finish this growth hacking book as a better, more confident growth consultant, and ready to grow your happy clients. Who is this book for Freelance growth hackers and marketers Growth Hacking or Marketing consultants working at an agency or in-house Internal growth hackers or marketers hoping to implement growth hacking within an organisation About the Authors Daphne Tideman and Ward van Gasteren have over ten years of combined experience in working with the fastest growing scale-ups and the biggest Fortune 500 corporates. Daphne was the first employee at what became a leading growth hacking agency. Ward was one of the first certified growth hackers in Europe and has consulted with 70+ companies as a freelance consultant. Quotes about Growing Happy Clients "⭐⭐⭐⭐⭐ - Must-read for all digital consultants. This book is a must-read. Not only for growth hacking consultants, but for all consultants working in the digital space. The book contains great advice, practical examples and lots of resources. It covers a project with a client from beginning to end in a very comprehensive manner. Highly recommended!" "I've thoroughly enjoyed reading Growing Happy Clients – I can’t help to think it’s going to be massively beneficial for those starting with growth hacking and additionally for those that think they know what growth hacking is but actually haven’t got a clue ��." - Abi Hough, 20+ years of growth and optimization experience "I work as a marketer and even though I am not a consultant Growing Happy Clients helped me change the way we approach growth both in terms of project management and working together with different departments." - Fleurine T, Marketer at Goboony
Publisher: Ward van Gasteren
ISBN:
Category : Business & Economics
Languages : en
Pages : 356
Book Description
As a growth hacker you know how to growth hack. You know how to discover bottlenecks, measure impact and run experiments. But do you know as a consultant: - The five principles to handle any and every client you come across? - How to create internal fans within a company to ensure your contract gets renewed? - How to rid yourself of the confining label of Marketing and have a broader impact? If the answer to any of these questions is ‘no’, then this book is for you. Growing Happy Clients takes you a step further than the ‘Happily Ever After’ of every growth hacking book on growth processes. You’ve got your client, you’ve got your skills, but now you need the abilities to deal with messy situations and internal challenges. To ensure that you get the hours and tools you need to guide your client to success. In Growing Happy Clients, we take you from kickoff to project reflection, teaching you all the ‘soft skills’ that separate a successful growth hacker from the rest. Whether you’re a growth hacker or marketer freelancer, part of an agency or in-house, you will finish this growth hacking book as a better, more confident growth consultant, and ready to grow your happy clients. Who is this book for Freelance growth hackers and marketers Growth Hacking or Marketing consultants working at an agency or in-house Internal growth hackers or marketers hoping to implement growth hacking within an organisation About the Authors Daphne Tideman and Ward van Gasteren have over ten years of combined experience in working with the fastest growing scale-ups and the biggest Fortune 500 corporates. Daphne was the first employee at what became a leading growth hacking agency. Ward was one of the first certified growth hackers in Europe and has consulted with 70+ companies as a freelance consultant. Quotes about Growing Happy Clients "⭐⭐⭐⭐⭐ - Must-read for all digital consultants. This book is a must-read. Not only for growth hacking consultants, but for all consultants working in the digital space. The book contains great advice, practical examples and lots of resources. It covers a project with a client from beginning to end in a very comprehensive manner. Highly recommended!" "I've thoroughly enjoyed reading Growing Happy Clients – I can’t help to think it’s going to be massively beneficial for those starting with growth hacking and additionally for those that think they know what growth hacking is but actually haven’t got a clue ��." - Abi Hough, 20+ years of growth and optimization experience "I work as a marketer and even though I am not a consultant Growing Happy Clients helped me change the way we approach growth both in terms of project management and working together with different departments." - Fleurine T, Marketer at Goboony
Client Psychology
Author: CFP Board
Publisher: John Wiley & Sons
ISBN: 1119440904
Category : Business & Economics
Languages : en
Pages : 340
Book Description
A Client-Centered approach to Financial Planning Practice built by Research for Practitioners The second in the CFP Board Center for Financial Planning Series, Client Psychology explores the biases, behaviors, and perceptions that impact client decision-making and overall financial well-being. This book, written for practitioners, researchers, and educators, outlines the theory behind many of these areas while also explicitly stating how these related areas directly impact financial planning practice. Additionally, some chapters build an argument based solely upon theory while others will have exclusively practical applications. Defines an entirely new area of focus within financial planning practice and research: Client Psychology Serves as the essential reference for financial planners on client psychology Builds upon and expands the body of knowledge for financial planning Provides insight regarding the factors that impact client financial decision-making from a multidisciplinary approach If you’re a CFP® professional, researcher, financial advisor, or student pursuing a career in financial planning or financial services, this book deserves a prominent spot on your professional bookshelf.
Publisher: John Wiley & Sons
ISBN: 1119440904
Category : Business & Economics
Languages : en
Pages : 340
Book Description
A Client-Centered approach to Financial Planning Practice built by Research for Practitioners The second in the CFP Board Center for Financial Planning Series, Client Psychology explores the biases, behaviors, and perceptions that impact client decision-making and overall financial well-being. This book, written for practitioners, researchers, and educators, outlines the theory behind many of these areas while also explicitly stating how these related areas directly impact financial planning practice. Additionally, some chapters build an argument based solely upon theory while others will have exclusively practical applications. Defines an entirely new area of focus within financial planning practice and research: Client Psychology Serves as the essential reference for financial planners on client psychology Builds upon and expands the body of knowledge for financial planning Provides insight regarding the factors that impact client financial decision-making from a multidisciplinary approach If you’re a CFP® professional, researcher, financial advisor, or student pursuing a career in financial planning or financial services, this book deserves a prominent spot on your professional bookshelf.
Patrons, Clients and Friends
Author: S. N. Eisenstadt
Publisher: Cambridge University Press
ISBN: 9780521288903
Category : Family & Relationships
Languages : en
Pages : 356
Book Description
About interpersonal relations in society.
Publisher: Cambridge University Press
ISBN: 9780521288903
Category : Family & Relationships
Languages : en
Pages : 356
Book Description
About interpersonal relations in society.