TITLE

From Student to Planner Key skills for success

AUTHOR(S)
Brown, Caleb
PUB. DATE
November 2009
SOURCE
Journal of Financial Planning;Nov/Dec2009 Practice Management Sol, p8
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article offers information for students on the competitive advantage for a job position and success in the financial planning industry through honing their own skills. It notes Interpersonal Communication and Psychology to be focused among students as the most important skill planners need for financial planning success, especially in improving strong interpersonal skills in which students are encouraged to take extra classes and further readings. Verbal and non-verbal interaction within the family and among with friends also provides a learning opportunity for students in developing interpersonal skills, a potential strength for best practice. It is suggested upon the reflection on individual's professional image to consider common mistakes that includes the individual's personality.
ACCESSION #
46812669

 

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