November 2009
Beginner
272 pages
6h 24m
English
Content preview from The Million-Dollar Financial AdvisorBecome an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
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5
LESSON FIVE
Relationship Focus
FINANCIAL HEALTH and security are among the highest priorities people have in life, which is why understanding the psychology of investing is so critical. No matter how intelligent or logical the individual, fear and greed will always affect investment decisions. These emotions can wreak havoc on one’s financial investments, which is why so many wealthy individuals choose to work with a professional financial advisor.
Our top advisors all realize the importance of understanding their client’s psyche, and they take this knowledge into account when developing investment plans. They also understand that building trusting relationships with investors and prospects is essential to building a successful financial services ...
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.