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The Client Connection: How Advisors Can Build Bridges That Last

Olivia Mellan, Sherry Christie




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 | #4025509 in eBooks |  2012-07-30 |  2012-07-30 | File type: PDF

||0 of 0 people found the following review helpful.| A Great Book for Anyone Interested in Learning about or Advising on Money|By Terrence Shulman|As an attorney and psychotherapist who specializes in working with clients who have financial problems, I can't recommend this book highly enough. It is well-written and full of easy-to-relate to stories. In addition to giving great financial advice, it also focuses on how to interact| |"This book is one of the finest collections of insights, information and wisdom collected from the thought-leaders in integrated financial planning. Olivia writes beautifully from her unique vantage point at the intersection of money and psychology. Once again

Every financial advisor knows the difficulty of working with clients who are struggling with anxieties, conflicts, fantasies, and fears. With wit and insight, The Client Connection explores psychological issues that financial advisors, attorneys, accounting and insurance professionals, and therapists are likely to encounter, including aging and the brain, the nature of deceit, how to change bad habits, and how to deal well with stress and trauma. As you deepen your un...

You can specify the type of files you want, for your device.The Client Connection: How Advisors Can Build Bridges That Last   |  Olivia Mellan, Sherry Christie.Not only was the story interesting, engaging and relatable, it also teaches lessons.

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