Working with the emotional investor : financial psychology for wealth managers /
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| Main Authors: | , |
|---|---|
| Format: | Electronic eBook |
| Language: | English |
| Published: |
Santa Barbara, California :
Praeger, an imprint of ABC-CLIO, LLC.,
[2016]
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| Subjects: | |
| Online Access: | CONNECT |
Table of Contents:
- Cover; In Praise of Working with the Emotional Investor ; Title Page ; Copyright; Contents; Foreword by Bill Griffeth; Preface; Acknowledgments; Introduction; Part I: How Human Psychology and Client Emotions Drive Investor Behavior and Decision-Making ; Chapter One: Understanding a Person's Emotional Template ; Chapter Two: The Psychology of Money and the Emotions of Investing ; Chapter Three: Introducing a Conversational Model You Can Use with Clients ; Part II: Client Relationship Management ; Chapter Four: Understanding Your Client's Engagement Style
- Chapter Five: Heroes Rising: The Different Types of Clients That Emerge in High-Stakes Situations Chapter Six: Advising Clients Who Are Fixers ; Chapter Seven: Advising Clients Who Are Survivors ; Chapter Eight: Advising Clients Who Are Protectors ; Part III: Nurturing Client Relationships for the Long Term ; Chapter Nine: Establishing Credibility and Building Trust with Clients of Any Type ; Chapter Ten: On Stewardship and Servant Leadership ; Epilogue; Appendix A: Thinking, Fast and Slow: The Differences in Two Philosophies of Trading
- Appendix B: Applying Principles of Behavioral Finance to Understanding the Ups and Downs of Stock PricesNotes; Bibliography; Index
