Λεπτομέρειες βιβλιογραφικής εγγραφής
| Τίτλος: |
Paul Gaudio, CFP®, on Making Listening his Superpower. |
| Συγγραφείς: |
Ribeiro, Logan P.1 |
| Πηγή: |
Journal of Financial Planning. Sep2026, Vol. 39 Issue 9, p36-38. 3p. |
| Θεματικοί όροι: |
*Active listening, *Client relations, *Financial planning, *Financial planners, *Wealth management services, *Financial counseling |
| Περίληψη: |
The article focuses on Paul Gaudio, CFP®, director and wealth planner at Crestwood Advisors and NexGen chair for the Financial Planning Association (FPA) of New England, detailing his unconventional career path into financial planning. Gaudio emphasizes the importance of active listening and being fully present in client meetings to build trust and effectively communicate financial guidance. He highlights the diverse career opportunities within wealth management and reflects on how early hands-on experience across various roles helped him identify his passion for client-focused financial planning. Gaudio advises new advisers to prioritize relationship-building over simply demonstrating technical knowledge, recognizing the emotional aspects of money in clients’ lives. [Extracted from the article] |
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| Βάση Δεδομένων: |
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