Client Psychology
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| Author | : CFP Board |
| Publisher | : John Wiley & Sons |
| Total Pages | : 340 |
| Release | : 2018-02-19 |
| Genre | : Business & Economics |
| ISBN | : 1119440904 |
A Client-Centered approach to Financial Planning Practice built by Research for Practitioners The second in the CFP Board Center for Financial Planning Series, Client Psychology explores the biases, behaviors, and perceptions that impact client decision-making and overall financial well-being. This book, written for practitioners, researchers, and educators, outlines the theory behind many of these areas while also explicitly stating how these related areas directly impact financial planning practice. Additionally, some chapters build an argument based solely upon theory while others will have exclusively practical applications. Defines an entirely new area of focus within financial planning practice and research: Client Psychology Serves as the essential reference for financial planners on client psychology Builds upon and expands the body of knowledge for financial planning Provides insight regarding the factors that impact client financial decision-making from a multidisciplinary approach If you’re a CFP® professional, researcher, financial advisor, or student pursuing a career in financial planning or financial services, this book deserves a prominent spot on your professional bookshelf.
| Author | : CFP Board |
| Publisher | : John Wiley & Sons |
| Total Pages | : 305 |
| Release | : 2018-02-21 |
| Genre | : Business & Economics |
| ISBN | : 1119440912 |
A Client-Centered approach to Financial Planning Practice built by Research for Practitioners The second in the CFP Board Center for Financial Planning Series, Client Psychology explores the biases, behaviors, and perceptions that impact client decision-making and overall financial well-being. This book, written for practitioners, researchers, and educators, outlines the theory behind many of these areas while also explicitly stating how these related areas directly impact financial planning practice. Additionally, some chapters build an argument based solely upon theory while others will have exclusively practical applications. Defines an entirely new area of focus within financial planning practice and research: Client Psychology Serves as the essential reference for financial planners on client psychology Builds upon and expands the body of knowledge for financial planning Provides insight regarding the factors that impact client financial decision-making from a multidisciplinary approach If you’re a CFP® professional, researcher, financial advisor, or student pursuing a career in financial planning or financial services, this book deserves a prominent spot on your professional bookshelf.
| Author | : William R. Miller |
| Publisher | : Guilford Publications |
| Total Pages | : 235 |
| Release | : 2021-02-08 |
| Genre | : MEDICAL |
| ISBN | : 1462546897 |
What is it that makes some therapists so much more effective than others, even when they are delivering the same evidence-based treatment? This instructive book identifies specific interpersonal skills and attitudes--often overlooked in clinical training--that facilitate better client outcomes across a broad range of treatment methods and contexts. Reviewing 70 years of psychotherapy research, the preeminent authors show that empathy, acceptance, warmth, focus, and other characteristics of effective therapists are both measurable and teachable. Richly illustrated with annotated sample dialogues, the book gives practitioners and students a blueprint for learning, practicing, and self-monitoring these crucial clinical skills.
| Author | : Brad Klontz |
| Publisher | : John Wiley & Sons |
| Total Pages | : 300 |
| Release | : 2022-09-27 |
| Genre | : Business & Economics |
| ISBN | : 111998372X |
Psychology of Financial Planning: The Practitioner’s Guide to Money and Behavior In PSYCHOLOGY OF FINANCIAL PLANNING: The Practitioner’s Guide to Money and Behavior, distinguished authors Drs. Brad Klontz, CFP®, Charles Chaffin, and Ted Klontz deliver a comprehensive overview of the psychological factors that impact the financial planning client. Designed for both professional and academic audiences, PSYCHOLOGY OF FINANCIAL PLANNING is written for those with 30 years in practice as well as those just beginning their journey. With a focus on how psychology can be applied to real-world financial planning scenarios, PSYCHOLOGY OF FINANCIAL PLANNING provides a much-needed toolbox for practicing financial planners who know that understanding their client’s psychology is critical to their ability to be effective. The PSYCHOLOGY OF FINANCIAL PLANNING is also a much-needed resource for academic institutions who now need to educate their students in the CFP Board’s newest category of learning objectives: psychology of financial planning. Topics include: Why we are bad with money Client and planner attitudes, values, & biases Financial flashpoints, money scripts, and financial behaviors Behavioral finance Sources of money conflict Principles of counseling Multicultural competence in financial planning General principles of effective communication Helping clients navigate crisis events Assessment in financial planning Ethical considerations in the psychology of financial planning Getting clients to take action Integrating financial psychology into the financial planning process PSYCHOLOGY OF FINANCIAL PLANNING goes beyond just theory to show how practitioners can use psychology to better serve their clients. The accompanying workbook provides exercises, scripts, and workshop activities for firms and practitioners who are dedicated to engaging and implementing the content in meaningful ways.
| Author | : Robert L. Powers |
| Publisher | : Lulu.com |
| Total Pages | : 131 |
| Release | : 2012-09-01 |
| Genre | : Psychology |
| ISBN | : 0918287200 |
The IPCW is an accompaniment to The Key to Psychotherapy. It provides the clinician with a systematic format for the investigation and understanding of personality carried out in collaboration with the client. The Supplements guide the therapist in interpreting and summarizing the gathered data. Independent of the text, therapists find the IPCW a useful tool for organizing client material in the process of therapy.
| Author | : Linda N. Edelstein |
| Publisher | : John Wiley & Sons |
| Total Pages | : 341 |
| Release | : 2011-05-12 |
| Genre | : Psychology |
| ISBN | : 1118061489 |
The must-have guide to honestly and sensitively answering your clients' questions Written to help therapists view their clients' questions as collaborative elements of clinical work, What Do I Say? explores the questions some direct, others unspoken that all therapists, at one time or another, will encounter from clients. Authors and practicing therapists Linda Edelstein and Charles Waehler take a thought-provoking look at how answers to clients' questions shape a therapeutic climate of expression that encourages personal discovery and growth. Strategically arranged in a question-and-answer format for ease of use, this hands-on guide is conversational in tone and filled with personal examples from experienced therapists on twenty-three hot-button topics, including religion, sex, money, and boundaries. What Do I Say? tackles actual client questions, such as: Can you help me? (Chapter 1, The Early Sessions) Sorry I am late. Can we have extra time? (Chapter 9, Boundaries) I don't believe in all this therapy crap. What do you think about that? (Chapter 3, Therapeutic Process) Why is change so hard? (Chapter 4, Expectations About Change) Will you attend my graduation/wedding/musical performance/speech/business grand opening? (Chapter 20, Out of the Office) Where are you going on vacation? (Chapter 10, Personal Questions) I gave your name to a friend . . . Will you see her? (Chapter 9, Boundaries) Should I pray about my problems? (Chapter 12, Religion and Spirituality) Are you like all those other liberals who believe gay people have equal rights? (Chapter 13, Prejudice) The power of therapy lies in the freedom it offers clients to discuss anything and everything. It's not surprising then, that clients will surprise therapists with their experiences and sometimes with the questions they ask. What Do I Say? reveals how these questions no matter how difficult or uncomfortable can be used to support the therapeutic process rather than derail the therapist client relationship.
| Author | : Jeffrey A. Kottler, Ph. D. |
| Publisher | : Routledge |
| Total Pages | : 217 |
| Release | : 2007-12-11 |
| Genre | : Psychology |
| ISBN | : 1135425795 |
Although the impact that clients can have on therapists is well-known, most work on the subject consists of dire warnings: mental health professionals are taught early on to be on their guard for burnout, compassion fatigue, and countertransference. However, while these professional hazards are very real, the scholarly focus on the negative potential of the client-counselor relationship often implies that no good can come of allowing oneself to get too close to a client's issues. This sentiment obscures what every therapist knows to be true: that the client-counselor relationship can also effect powerful positive transformations in a therapist's own life. The Client Who Changed Me is Jeffrey Kottler and Jon Carlson's testimony to the significant and often life-changing ways in which therapists have been changed by their patients. Kottler and Carlson draw not only upon their own extensive experience - between them, they have more than fifty years in the field - but also upon lengthy interviews with dozens of the country's foremost therapists and theorists. This novel work presents readers with a truly unique perspective on the business of therapy: not merely how it appears externally, but how practitioners experience it internally. Although these stories paint a complex and multi-layered portrait of the client-counselor relationship, they all demonstrate the profound and unexpected rewards that the profession has to offer.
| Author | : David Howe |
| Publisher | : SAGE |
| Total Pages | : 221 |
| Release | : 1993-07-20 |
| Genre | : Psychology |
| ISBN | : 1473914132 |
`This book explores what clients have to say about their experience of the psychotherapeutic process. David Howe observes that, regardless of the therapist′s theoretical orientation, clients say similar things about their experience of being helped (and not being helped). It is the non-specifics of genuineness, a secure trusting atmosphere, empathy and warmth that offer the vehicle for encouraging a dialogue of personal intimate material, and of "making sense" and understanding when we are in pain, puzzled or worried.... This is an easy and gentle read.... For those interested in Attachment Theory, this would be a useful addition to their bookshelf′ - Clinical Psychology Forum There is a growing interest in what clients have to say about their experiences of counselling and psychotherapy. In a powerful analysis of this subject, David Howe identifies a number of clear and potent messages. He explores such questions as why clients say the things they say and why the therapeutic alliance holds out such promise, and, using the client′s experience as a platform, seeks to create a general theory of counselling and psychotherapy. The author draws on a number of new and exciting ideas emerging in developmental psychology, sociology and the brain sciences to discuss the process by which the human infant becomes an individual as well as a competent social being. From the basis that the social and psychological structures which generate the client′s experience underlie all psychotherapeutic encounters, the book then explores how the self forms and then re-forms in social relationships, including those established during counselling and psychotherapy. In conclusion, the reader is invited to consider a number of thought-provoking claims about the universal qualities that characterize good and bad practice in all schools of counselling, therapy and the helping process.
| Author | : Federico Addimando |
| Publisher | : Springer Nature |
| Total Pages | : 104 |
| Release | : 2023-10-23 |
| Genre | : Psychology |
| ISBN | : 3031428447 |
This book explores the psychology behind effective business consulting. We dive into the various factors that shape client behavior and decision-making, and we provide insights into the most effective techniques and strategies for building rapport, establishing trust, and delivering value. Whether you are a seasoned consultant looking to refine your skills, or a new consultant seeking to build a solid foundation, this book is designed to provide you with the tools and knowledge you need to succeed in the dynamic and demanding world of business consulting.
| Author | : Heather Macdonald |
| Publisher | : Springer |
| Total Pages | : 162 |
| Release | : 2016-11-11 |
| Genre | : Psychology |
| ISBN | : 1349950386 |
This book engages the practice of community-based psychology through a critical lens in order in order to demonstrate that clinical practice and psychological assessment in particular, require more affirmative psychopolitical agency in the face of racial injustice within the urban environment. Macdonald includes examples of clinical case analyses, vignettes and ethnographic descriptions while also drawing upon a cross-fertilization of theoretical ideas and disciplines. An oft neglected element of community psychology is the practice of community informed psychological assessment, especially within the inner city environments. This book uniquely suggests ideas for how clinical practice, in relationship to issues such as race and cultural memory can serve as a substantial vehicle for social justice against the backdrop of a prejudiced criminal justice system and mental health delivery system.
