Working with the Emotional Investor: Financial Psychology for Wealth Managers

工作与情感的投资者 ︰ 金融心理学为财富管理经理

货币银行学

原   价:
505
售   价:
404.00
优惠
平台大促 低至8折优惠
发货周期:国外库房发货,通常付款后3-5周到货!
作      者
出  版 社
出版时间
2016年08月08日
装      帧
精装
ISBN
9781440845123
复制
页      码
212
开      本
0.00 x 0.00 x 0.00
语      种
英文
综合评分
暂无评分
我 要 买
- +
库存 30 本
  • 图书详情
  • 目次
  • 买家须知
  • 书评(0)
  • 权威书评(0)
图书简介

Despite the fact that wealth advisors may employ algorithms, fancy financial models, economic theory, and predictive reasoning to forecast future investment returns, according to seasoned wealth management advisor Chris White, people--in other words, clients--basically decide how much risk to take with their money based on emotional factors such as the love they received as children, early life experiences of loss and "imperfect love," psychic wounds, and family traumas. A must-read for anyone in the wealth management profession, including wealth advisors, financial consultants, certified financial analysts, and retirement advisors, this groundbreaking book offers a radically new and well-articulated framework for managing relationships with clients as well as the essential tools to advise, mentor, and guide clients in making financial management decisions.

Readers will understand how to recognize the emotional and psychological factors behind investor behavior and apply this insight to be a better wealth advisor. The author explains why early childhood experiences of love, joy, and loss and sometimes very subtle family dynamics play a key role in adult investor behavior; why being sensitive to an individual’s unique psychological "systems" is key to being able to accurately assess his or her tolerance and acceptance of risk-taking as part of the wealth management process; what can cause a client’s personality to change, especially in high-stress or high-stakes situations; and how to employ sophisticated client relationship management practices such as curiosity, appreciative inquiry, and powerful questioning to understand clients’ needs at a deep psychological level.

(来源indiebound)
本书暂无推荐
本书暂无推荐
看了又看
  • 上一个
  • 下一个