Communication Essentials for Financial Planners. Grable John E.

Скачать книгу

and standards setting organization founded in 1985 to benefit the public by establishing and enforcing education, examination, experience, and ethics requirements for CFP professionals. Through its certification process, CFP Board established fundamental criteria necessary for competency in the financial planning profession.”

5

H. Evensky, Put Your Mouth Where Your Money Is: The 9 Keys to Proactive and Interactive Communication for a Wealth Management Practice (Shrewsbury, NJ: Charter Financial Publishing Network, 2014).

6

C. Anderson and D. L. Sharpe, “The Efficacy of Life Planning and Communication Tasks in Developing Successful Client-Financial Planner Relationships,” Journal of Financial Planning 21, no. 6 (2008): 66–77.

7

C. Nelson, “Communication Styles and Business Growth,” Journal of Financial Planning 23, no. 9 (2010): 8–11.

8

D. Dubofsky and L. Sussman, “The Bonding Continuum in Financial Client-Financial Planner Relationships,” Journal of Financial Planning 23, no. 10 (2010): 66–78.

9

Id., 76.

10

D. Yeske, “Finding the Planning in Financial Planning.”

11

M. Swift and J. Littlechild, “Building Trust through Communication,” Journal of Financial Planning 28, no. 11 (2015): 28–32.

12

K. C. Harad, “Devise a Client Communication System That Inspires Loyalty,” Journal of Financial Planning 27, no. 4 (2014): 20–21.

13

T. Christiansen and S. A. DeVaney, “Antecedents of Trust and Commitment in the Financial Client-Financial Planner Relationship,” Journal of Financial Counseling and Planning 9, no. 2 (1998): 1–10.

14

D. K. Berlo, The Process of Communication (New York: International Thomson Publishing, 1960).

15

B. Gawronski, R. J. Rydell, B. Vervliet, and J. De Houwer, “Generalization versus Contextualization in Automatic Evaluation,” Journal of Experimental Psychology: General 139, no. 4 (2010): 683–701. doi: 10.1037/a0020315.