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重新定义理财顾问
重新定义理财顾问
重新定义理财顾问
作者:王晓春
格式:EPUB/MOBI/AZW3
时间:2024-03-14
豆瓣评分:7.1
内容简介

  作品简介

  新金融时代,中国财富管理市场迎来黄金发展期。然而,当前宏观环境变迁,理财格局发生重大变化,客户需求日益多元复杂,理财顾问的工作理念和能力都受到了的挑战。洞察时代变迁,创新思考成长路径并提前准备,进而在财富管理领域取得卓效成绩,是每一位理财顾问都要思考的新命题。

  《重新定义理财顾问》创新性地从理财顾问自我经营的角度,结合商业管理理念,对顾问职业进行梳理,重新定义了理财顾问。内容涉及了一位职业顾问成功所需要的多种关键因素,从建立理性的工作哲学、定位清晰的目标市场、养成精湛的业务技能、提供差异的产品与服务,直到建立的业务流程。

  《重新定义理财顾问》完整收录了富实操性的家庭资产配置模型,以及家庭风险分析与管理系统,在为财富管理从业者(理财顾问)及理财爱好者提供切实可行的方法与技术的同时,对中产家庭与高净值人士的财富管理亦有着十分现实的指导意义。

  这本书沉淀了作者及其团队20年的行业观察与实践,致力于帮助每一位理财顾问实现转型,在这一充满机遇与竞争的市场上走向。



Introduction of works

In the new financial era, China's wealth management market ushered in a golden period of development. However, the current macro environment changes, the financial structure has undergone major changes, customer needs are increasingly diverse and complex, financial advisers work philosophy and ability are challenged. Insight into the changes of The Times, innovative thinking about the growth path and preparation in advance, and then achieve outstanding results in the field of wealth management, is a new proposition that every financial adviser should think about.

"Redefining Financial Advisors" innovatively redefines financial advisors from the perspective of financial advisors' self-management and combined with business management concepts to sort out the consultant profession. It covers a variety of key factors that a career consultant needs to succeed, from establishing a rational working philosophy, positioning a clear target market, developing superb business skills, providing differentiated products and services, to establishing business processes.

"Redefining Financial Advisors" is a complete collection of practical family asset allocation models, as well as family risk analysis and management systems, which not only provides practical methods and technologies for wealth management practitioners (financial advisors) and financial enthusiasts, but also has practical guidance significance for the wealth management of middle-class families and high net worth individuals.

This book is the culmination of 20 years of industry observation and practice by the author and his team, and is dedicated to helping every financial adviser transform and navigate this market full of opportunities and competition.

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文件名称:重新定义理财顾问
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