Getting to Know You

McDonnell, Mell
October 2000
Journal of Financial Planning;Oct2000, Vol. 13 Issue 10, p56
Academic Journal
This article reveals the tools and techniques used by financial planners to increase their interpersonal skills with clients. Many planners are proponents of a multi-faceted approach to learn more about oneself and to learn more about the client. Resources include keeping a journal and the money autobiography, informal and formal networking with other planners and mental health professionals, professional conferences, coaching, specialized training such as pastoral training or mediation training, and reading books to learn more about many of these areas. A few firms even include full-time counselors on staff. Members of the financial planning community who are interested in developing new skills will find that once they begin this exploration, the resources expand exponentially.


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