您有待付款订单,请尽快完成支付

首页 福利规划 双语|理财师教练课正在走俏

双语|理财师教练课正在走俏

价格: 免费
学时数: 完成学习,可获得继续教育 0 学时 此课程不能申报AFP,CFP,EFP,CPB,CTP学时
课程详情 课程目录 用户评论

词汇解析:

business coaching service 商业教练服务

take sth into account  考虑到.....

attendee 出席者

而过去三年没有购买商业教练的理财师来说,他们中许多也一直都在接受由企业提供的商业教练培训。这批人中接近三分之二表示公司为他们提供了从实践管理,业务拓展,以及沟通技巧等商业教练培训课程。

Many financial advisors have embraced coaching for a number of reasons such as having a better work/life balance. However, most financial advisors purchase coaching services with the intent of becoming more successful. This can mean a number of things such as more assets under management, working with wealthier clients, and, often critically, becoming wealthier in their own right.

理财师们选择教练服务原因各异,比如希望在生活和工作之间达到更好的平衡。然而,大部分理财师购买教练服务是为了更加成功,比如让旗下管理更多的资产,吸引更富有的客户,往往更重要的是,让自己个人变得更加富有。

那么,这些种类繁多的教练课程效果如何呢?研究发现,这些教练课程对某些理财师来说可能是浪费金钱与时间,没有让他们变得更成功。但往往这种结果是由于教练服务的质量抑或理财师缺乏动力, 没有持续坚持跟进导致的。一位在加利福尼亚州圣路易斯奥比斯堡授课的领导力教练查尔斯o费尔特曼(Charles Feltman)认为,最大的误区莫过于期望立竿见影。另外一类严重的错误是不认真对待课程,或缩短和取消上课时间。

On the other hand, financial advisors that have engaged coaches who are process oriented and are delivering empirically-derived best practices have been shown to achieve considerable improvements in their businesses.

另一方面,研究发现,如果理财师选择的教练是以过程为导向,向学员提供经验证的最佳实践模式,那么理财师会在事业上取得突出的进步。

What is very remarkable is that 97% of the financial advisors who engaged a paid business coach are willing to be do it again. These financial advisors find they receive considerable value from business coaches.

十分引人注目的是购买过教练课的理财师中97%的人愿意再次购买。因为这些理财师发现他们通过教练课程获得了显著的巨大价值。

词汇解析:

process oriented 过程导向

empirically-derived  实证推导的

remarkable 引人注目的

There are a number of variations when it comes to best practices in the financial advisory universe. Business development initiatives are the most appealing and capable of having the greatest impact. "Most advisory professionals want to do a better job finding and working with wealthy clients. The most effective methods relate to networking and profiling because the skills complement one another allowing a practitioner to continually create and expand relationships for new business," explains Hannah Shaw Grove, an expert on the high-net-worth markets and executive editor of Private Wealth magazine. "Many techniques work, but empirically-derived and field-proven methodologies that can quantify results are a great place to start."

在理财顾问领域, 最佳实务范例有许多种类。业务拓展计划可谓是最吸引人和最具有影响力的一种。"大多数理财顾问希望寻找更多的富有客户并与之合作,而最有效的途径则包括人际关系网的构建与信息数据分析,因为这两个技能互为补充,可以让理财师持续拓展和开发新的业务关系。"个人财富杂志执行主编,高净值市场专家Hannah Shaw Grove说道。"对于理财师来说,许多技能都会对工作有所帮助,但经实证得出,实地应用验证过,可以量化结果的方法是理财师学习的很好开端"。

In conclusion, coaching can be very valuable and while there are quite a number of exceptional coaches and coaching programs for financial advisors, "The best results happen when the financial advisor is committed to improving and the coach is able to teach and facilitate," says Scott West, managing director of Invesco Consulting.

总之,教练课程对理财师来说非常具有价值,当前存在许多优秀的理财师教练和培训课程,"如果理财师能够专注提升自己,同时教练很好地教导并督促学员,那么理财师就可以从教练课程中获得最佳结果。" Invesco Consulting 常务董事Scott West说道。

词汇解析:

methodology  方法

quantify  量化

facilitate 促进

请在购买该课程后730天内完成学习
学习《双语|理财师教练课正在走俏》的人还学过

该课程在您的购物车中

该课程在您的待付款订单中

您已购买该课程

开通金库网VIP会员,享更多学习优惠

持证人开通会员,学习最多可获25学时

该课程您已测试合格,请选择其他必修课程