价格:$ 19.99- $ 15.61
(截至2018年7月2日20:00:06 UTC -细节)
建议是正确的;客户似乎渴望;然后……什么都没有发生!通常,这是金融专业人士在日常工作中遇到的经历。当良好的建议毫无实施时,客户的福祉受到损害,机会丢失,专业关系变得越来越紧张。坚持不懈的建议是针对财务不遵守问题的建议。由神经心理学家和财务变革专家撰写,本书研究了确定客户是否会遵循财务建议的五个主要因素。个人客户心理学在不遵守中起作用;因此,也有社会文化和环境因素,一般咨询特征以及与情感上充满货币领域有关的特定挑战。然而,也许最令人惊讶的是,建议者本身可以挫败实施。 A great deal of non-adherence is due to preventable mistakes made by financial professionals and their teams. The author integrates her extensive clinical and consulting experience with research findings from the fields of positive psychology, behavioural economics, neuroscience, and medicine. What emerges is a thoughtful, funny, but above all practical guide for anyone who makes a living providing financial advice. It will become an indispensable handbook for people working with clients across the wealth spectrum. “Finally, someone is willing to tackle the complex issue of client compliance and how change occurs in the area of personal and business finance. Written by an expert in the field of financial psychology, the book delivers humility, humor and wisdom. It guides the reader in learning how to close the gap between good intentions and actions.” – Courtney Pullen, M.A., Author, Intentional Wealth “This is a great book! A worn and dog-eared copy belongs on the bookshelf of every financial advisor who views financial planning as a calling and a profession.” – Rick Kahler, MSFP, CFP®, Author, Conscious Finance “Consumers know they need to do things differently with respect to their money, but are often dismayed or baffled by their own self-sabotaging habits. Financial professionals have not always known how to be helpful in creating lasting behaviour change. They’ve relied too much on the provision of information and the occasional stern lecture. This book will change all that. It is superbly written, and well-positioned to help a lot of people. – Kelley Keehn, Finance author & consumer advocate “Dr. Moira Somers has given professional advisors an inspired gift in Advice That Sticks. She shares dozens of adherence-boosting strategies, including outstanding recommended questions to ask clients. I love Somers’ delightfully dry humor, which sparkles throughout! This book’s insightful, disciplined, evidence-based process will enhance advisors’ effectiveness as advice-givers.” – Kathleen Rehl, Ph.D., CFP®, CeFT®, Author, Moving Forward on Your Own “With this book, every financial professional has access to deeply practical advice on how to listen, observe and respond while helping clients make their best life and money decisions. This is the book that connects financial planners and wealth advisors with the human experience of decision-making, commitments and adaptation to change.” – Susan Bradley, CFP®, Founder, Sudden Money Institute “Financial professionals need to understand their clients’ values, attitudes and beliefs about money, emotions, biases and social influences, and then connect with their clients with in a way that motivates and facilitates the right outcomes. This book highlights the importance of these skills along with Moira’s helpful insights and guidance for providing advice that sticks.” – Joan Yudelson, CFP®, VP, Professional Practice, Financial Planning Standards Council