Working with the emotional investor : financial psychology for wealth managers /: financial psychology for wealth managers. (2016)

• Record Type: Book
• Further Information: Note: Chris White, Richard Koonce.
• Authors: (Wealth management advisor), White, Chris; Koonce, Richard
• Contents: Foreword by Bill GriffethPrefaceAcknowledgmentsIntroductionPart I How Human Psychology and Client Emotions Drive Investor Behavior and Decision-MakingChapter One Understanding a Person's Emotional TemplateChapter Two The Psychology of Money and the Emotions of InvestingChapter Three Introducing a Conversational Model You Can Use with ClientsPart II Client Relationship ManagementChapter Four Understanding Your Client's Engagement StyleChapter Five Heroes Rising: The Different Types of Clients That Emerge in High-Stakes SituationsChapter Six Advising Clients Who Are FixersChapter Seven Advising Clients Who Are SurvivorsChapter Eight Advising Clients Who Are ProtectorsPart III Nurturing Client Relationships for the Long TermChapter Nine Establishing Credibility and Building Trust with Clients of Any TypeChapter Ten On Stewardship and Servant LeadershipEpilogueAppendix A: Thinking, Fast and Slow: The Differences in Two Philosophies of TradingAppendix B: Applying Principles of Behavioral Finance to Understanding the Ups and Downs of Stock PricesNotesBibliographyIndex.
• Publisher Details: New York : Praeger
• Publication Date: 2016
• Extent: 1 online resource (240 pages)
• Subjects: 332.60688; Business & Economics -- Personal Finance -- Money Management; Investment advisor-client relationships; Investments -- Psychological aspects; Portfolio management; Business & Economics -- Personal Finance -- Investing; Business & management
• Languages: English
• ISBNs: 9798216168232
• Related ISBNs: 9781440845123
• Access Rights: Legal Deposit; Only available on premises controlled by the deposit library and to one user at any one time; The Legal Deposit Libraries (Non-Print Works) Regulations (UK).
• Access Usage: Restricted: Printing from this resource is governed by The Legal Deposit Libraries (Non-Print Works) Regulations (UK) and UK copyright law currently in force.