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Tools to help financial planners become more effective
Psychology of Financial Planning: Practitioner’s Toolkit is a practical, hands-on companion resource to the authors’ Psychology of Financial Planning. It brings assessments, reflection and exercises that helps the financial planner better understand their own biases and behaviors as well as those of their clients. The Practitioner’s Toolkit includes exercise related to all of the learning objectives in the Psychology of Financial Planning that are found on the CFP® Exam.
This Practitioner’s Toolkit offers a collection of tools designed to expand on aspects of the companion book, including assessments and exercises financial planners can use with their clients. It guides readers through the application of concepts explored in the Psychology of Financial Planning and encourages discussion and sharing with clients and members of planning firms.
Readers will also find:
Tools and strategies to assist the financial planner in understanding client and planner attitudes, values, and biases,Explorations of multicultural competence, behavioral finance, and helping client’s navigate crisis events across a broad range of circumstances and financial planning clients,Exercises that focus on resolving common sources of money conflict, avenues to get the client to take action, client goal-setting, and principles of effective communication and facilitating change.
Designed for current and aspiring financial planning professionals and educators in financial planning across roles and business models, The Psychology of Financial Planning: Practitioner’s Toolkit is a must-have on bookshelves of practitioners from firms large and small.
Publisher : Wiley; 1st edition (Dec 8 2022)
Language : English
Paperback : 208 pages
ISBN-10 : 1394153341
ISBN-13 : 978-1394153343
Item weight : 1.05 kg
Dimensions : 18.54 x 1.52 x 23.37 cm
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Recebi a bolsa antes do prazo estimado. Gostei bastante da bolsa. Os produtos da Chenson tem ótima qualidade. –
Vários questionários para aplicar com pacientes em dificuldades financeiras. Gostei!
Sibyl Steverson Slade –
Great book for human centric financial planners to add to your their toolkit.
Joy –
Rather than wishing you did it sooner, add this to your cart and incorporate these tools into your practice along with the knowledge from the book Psychology Of Financial Planning. The book and the amazing practitioner’s toolkit companion should be in the library of every advisor and therapist. Drs. Klontz, Chaffin, and Klontz provide insight and advice that is invaluable to empowering anyone you want to help with their finances. As they recommended, I started by taking my Klontz Money Script® Inventory (tools available in the Practitioner’s Toolkit version). By having insight into my Money Script®, I will be more helpful and relatable to my clients, increasing their likelihood of success sooner than later. Besides finding these priceless resources insightful and interesting, the return on investment is fantastic.
MVC –
This workbook is chock-full of helpful exercises for clients and financial planners. I have no doubt that planners who use these exercises will develop deeper relationships and understanding with their clients. I can’t wait to put this into practice!