Communication Essentials for Financial Planners: Strategies and Techniques

Exploring the Human Element of Financial Planning

Communication Essentials for Financial Plannerstackles thecounselingside of practice to help financial planners build more productive client relationships. CFP Board’s third book and first in the Financial Planning Series, Communication Essentials will help you learn how to relate to clients on a more fundamental level, and go beyond "hearing" their words to reallylistenand ultimately respond to what they're saying. Expert coverage of body language, active listening, linguistic signals, and more, all based upon academic theory. There is also an accompanied set of videos that showcase both good and bad communication and counseling within a financial planning context. By merging written and experiential learning supplemented by practice assignments, this book provides an ideal resource for any client-facing financial professional as well as any student on their pathway to CFP® certification.

Counseling is a central part of a financial planner's practice, and attention to interpersonal communication goes a long way toward progressing in the field; this guide provides practical instruction on the proven techniques that make a good financial planner great.

• Build client relationships based on honesty and trust
• Learn to read body language and the wordsnotspoken
• Master the art of active listening to help your clients feel heard
• Tailor your communications to suit the individual client's needs

The modern financial planning practice is more than just mathematics and statistical analysis—at its heart, it is based on trust, communication, and commitment. While interpersonal skills have always been a critical ingredient for success, only recently has this aspect been given the weight it deserves with its incorporation into the certification process.Communication Essentials for Financial Plannersprovides gold-standard guidance for certification and beyond.

Keywords: counseling skills; financial counseling; interpersonal skills; CFP counseling requirement; CFP Job Tasks Domain 75; CFP communication; CFP client relationships; CFP non-verbal communications; CFP active listening; CFP communication techniques; CFP counseling skills; CFP interpersonal skills; client approaches; talking to clients; building trust; conveying honesty; Communication Essentials for Financial Planners: Strategies and Techniques; John E. Grable; Joseph Goetz; Certified Financial Board of Standards