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The Emotionally Intelligent Financial Advisor
 
 
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The Emotionally Intelligent Financial Advisor [Paperback]

Hendrie Weisinger (Author)
4.0 out of 5 stars  See all reviews (2 customer reviews)

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Book Description

October 1, 2004
The Emotionally Intelligent Financial Advisor is based on groundbreaking work by a leading authority from the financial services industry.

What makes a financial advisor a top producer? Research indicates that the answer is emotional intelligence: the ability to use your emotions, moods, and feelings, and those of others, to work for you.

Emotionally intelligent financial advisors come to work each day with positive attitudes, ready to increase the bottom line. They find it easier to stay motivated in difficult times, bounce back quickly from setbacks, and increase their results-oriented behavior. While others struggle to keep clients, emotionally intelligent financial advisors enhance and develop client relationships by communicating their ideas effectively. They leave work feeling energized and productive, with lots of positive anticipation for the next day, regardless of how the market performed.

For the first time ever, Dr. Hendrie Weisinger, the financial services industry's leading authority on emotional intelligence, has outlined the essential ""emotional intelligence tasks"" he has helped thousands of financial advisors master.

In The Emotionally Intelligent Financial Advisor, financial advisors will learn how to: 

  • Quickly gain the trust of prospects and clients.
  • Stay focused and manage anxiety in turbulent times.
  • Deal effectively with emotionally reactive clients.
  • Respond positively to clients' criticism in order to increase client trust.
  • Turn setbacks into comebacks.
  • Enhance office relationships.
  • Stay motivated for the long haul.

The Emotionally Intelligent Financial Advisor is clear, concise, practical, filled with industry examples, and includes a personal assessment tool. It contains everything a financial advisor will need to gain an emotionally intelligent edge.


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Product Details

  • Paperback: 128 pages
  • Publisher: Kaplan Publishing (October 1, 2004)
  • Language: English
  • ISBN-10: 0793191874
  • ISBN-13: 978-0793191871
  • Product Dimensions: 9 x 6.2 x 0.3 inches
  • Shipping Weight: 8.8 ounces

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8 of 8 people found the following review helpful:
4.0 out of 5 stars A Good Read!, April 12, 2005
This review is from: The Emotionally Intelligent Financial Advisor (Paperback)
Psychologist Hendrie Weisinger has written an interesting short book that applies the fundamental concepts of emotional intelligence to the work of being a financial advisor, although some of the advice might apply to many other professional roles. The author avoids academic psychobabble, and presents ideas and techniques that financial advisors (and others) can adapt to their everyday work lives. Whether professionals can fundamentally alter their behavior simply by reading a book remains to be seen, but the author tries to put that goal in reach by presenting reasonable, sound ways to apply his advice. His terminology and counsel are engaging, though not novel. How much you learn probably depends on how committed you are to mastering your emotional reactions. Can you remain focused through difficult times? Do you deal well with irate clients? Do you respond productively to criticism? Are your interoffice relationships cordial and fruitful? Can you turn setbacks into comebacks? Do you stay motivated over the long haul? This book can help you answer those questions positively, so we recommend it highly to those financial advisors who are not already familiar with this level of motivational literature. Most likely, just reading it is a sign of emotional intelligence.
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2 of 2 people found the following review helpful:
4.0 out of 5 stars The Emotionally Intelligent Financial Advisor, December 2, 2007
This review is from: The Emotionally Intelligent Financial Advisor (Paperback)
The hands on evaluation of how to explain your recomendation without losing the attention of the prospect and how to cement your relationship to enhance your practice
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Inside This Book (learn more)
First Sentence:
It is a seminar for financial advisors and I begin by asking, "How well do you manage anger? Read the first page
Key Phrases - Statistically Improbable Phrases (SIPs): (learn more)
intelligent financial advisor, intelligence portfolio, emotional operating system, arousal indicators, interpersonal expertise, managing your emotions, anger communicates, dynamic listening, emotional intelligence skills, conf lict, active emotions, taking criticism, automatic thinking, charged clients, emotional perspective, automatic thoughts
Key Phrases - Capitalized Phrases (CAPs): (learn more)
Growing Your Emotional Intelligence Portfolio, Increasing Your Bottom Line
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