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Communication Essentials for Financial Planners by Joseph W. Goetz, John E. Grable

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Index

Page numbers followed by f and t refer to figures and tables, respectively.

  • Acceptability of cultural kinesics
  • Acceptance
  • Action:
    • consistency of
    • stress to prompt
  • Active listening
  • Advice
    • demonstrating expertise with
    • discounting of
    • suggestions vs.
    • timing of
  • Advice-based orientation
  • Affective exchange stage
  • AFP (Appreciative Financial Planning)
  • Africa, cultural kinesics in
  • African American, use of term
  • African Americans, cultural-matching preference of
  • Ageism
  • Alliance, working, see Working alliance
  • Alternatives
  • Altman, I.
  • Ambiguity
  • American Psychological Association
  • American Sign Language
  • Analogy
  • Anxiety, clients with
  • Appreciative Financial Planning (AFP)
  • Appreciative inquiry
  • Aristotle
  • Arm(s):
    • crossing
    • placing, on back of chair
  • Arousal, performance and
  • Arrival, late
  • Asia. See also specific countries
    • cultural kinesics in
    • high power/distance relationships in
  • Assess & Evaluate (Step 6)
  • Assumptions, making
  • Attending behavior:
    • in listening
    • in nondirective communication
  • Attention
  • Auditory communication style
  • Auditory space
  • Autonomy
  • Avoidance of race-related terms
  • Awareness, cultural
  • Awkwardness
  • Backgrounds, clients of other. See also Culture(s)
    • polite communication with
    • sensitive communication with
  • Barriers in office environment
  • Beginning point, communication with
  • Behavior:
    • acceptability of
    • attending
    • dysfunctional/disruptive
    • factors influencing
  • Beliefs:
    • interpretation of
    • political
  • Benjamin, A.
  • Berg, I. K.
  • Berlo, D.K.
  • Bias
  • Black, use of term
  • Body language
  • Boutique ...

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