Exploring the Human Element of Financial Planning Communication Essentials for Financial Planners tackles the counseling side of practice to help financial planners build more productive client relationships. CFP Board’s third book and first in the Financial Planning Series, Communication Essentials will help you learn how to relate to clients on a more fundamental level, and go beyond "hearing" their words to really listen and ultimately respond to what they're saying. Expert coverage of body language, active listening, linguistic signals, and more, all based upon academic theory. There is also an accompanied set of videos that showcase both good and bad communication and counseling within a financial planning context. By merging written and experiential learning supplemented by practice assignments, this book provides an ideal resource for any client-facing financial professional as well as any student on their pathway to CFP® certification. Counseling is a central part of a financial planner's practice, and attention to interpersonal communication goes a long way toward progressing in the field; this guide provides practical instruction on the proven techniques that make a good financial planner great. Build client relationships based on honesty and trust Learn to read body language and the words not spoken Master the art of active listening to help your clients feel heard Tailor your communications to suit the individual client's needs The modern financial planning practice is more than just mathematics and statistical analysis—at its heart, it is based on trust, communication, and commitment. While interpersonal skills have always been a critical ingredient for success, only recently has this aspect been given the weight it deserves with its incorporation into the certification process. Communication Essentials for Financial Planners provides gold-standard guidance for certification and beyond.
Emerging from cognitive behavioural traditions, mindfulness and acceptance-based therapies hold promise as new evidence-based approaches for helping people distressed by the symptoms of psychosis. These therapies emphasise changing the relationship with unusual and troublesome experiences through cultivating experiential openness, awareness, and engagement in actions based on personal values. In this volume, leading international researchers and clinicians describe the major treatment models and research background of Acceptance and Commitment Therapy (ACT) and Person-Based Cognitive Therapy (PBCT), as well as the use of mindfulness, in individual and group therapeutic contexts. The book contains discrete chapters on developing experiential interventions for voices and paranoia, conducting assessment and case formulation, and a discussion of ways to work with spirituality from a metacognitive standpoint. Further chapters provide details of how clients view their experiences of ACT and PBCT, as well as offering clear protocols based on clinical practice. This practical and informative book will be of use to clinicians and researchers interested in understanding and implementing ACT and mindfulness interventions for people with psychosis.