Customer Reviews

The Emotionally Intelligent Financial Advisor

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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.

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