Core Techniques for Effective Client Interviewing and Communication
In the Journal of Financial Planning, Jim Grubman and Dennis Jaffe gather in one place the fundamental communication skills needed by all levels of financial advisors. These skills are part of the “foundational” abilities necessary for all client interactions as described in their article “Client Relationships and Family Dynamics: Competencies and Services Necessary for Truly Integrated Wealth Management,” Journal of Wealth Management, Summer 2010.
James Grubman, Ph.D, Dennis Jaffe, Ph.D Journal of Financial Planning: Between the Issues, October 2011