Academic Journal
Paul Gaudio, CFP®, on Making Listening his Superpower.
| 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] |
| Copyright of Journal of Financial Planning is the property of Financial Planning Association and its content may not be copied or emailed to multiple sites without the copyright holder's express written permission. Additionally, content may not be used with any artificial intelligence tools or machine learning technologies. However, users may print, download, or email articles for individual use. This abstract may be abridged. No warranty is given about the accuracy of the copy. Users should refer to the original published version of the material for the full abstract. (Copyright applies to all Abstracts.) | |
| Βάση Δεδομένων: | Business Source Index |
| FullText | Text: Availability: 0 |
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| Header | DbId: bsx DbLabel: Business Source Index An: 196793190 RelevancyScore: 1415 AccessLevel: 6 PubType: Academic Journal PubTypeId: academicJournal PreciseRelevancyScore: 1415 |
| IllustrationInfo | |
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| PLink | https://search.ebscohost.com/login.aspx?direct=true&site=eds-live&db=bsx&AN=196793190 |
| RecordInfo | BibRecord: BibEntity: Languages: – Code: eng Text: English PhysicalDescription: Pagination: PageCount: 3 StartPage: 36 Subjects: – SubjectFull: Active listening Type: general – SubjectFull: Client relations Type: general – SubjectFull: Financial planning Type: general – SubjectFull: Financial planners Type: general – SubjectFull: Wealth management services Type: general – SubjectFull: Financial counseling Type: general Titles: – TitleFull: Paul Gaudio, CFP®, on Making Listening his Superpower. Type: main BibRelationships: HasContributorRelationships: – PersonEntity: Name: NameFull: Ribeiro, Logan P. IsPartOfRelationships: – BibEntity: Dates: – D: 01 M: 09 Text: Sep2026 Type: published Y: 2026 Identifiers: – Type: issn-print Value: 10403981 Numbering: – Type: volume Value: 39 – Type: issue Value: 9 Titles: – TitleFull: Journal of Financial Planning Type: main |
| ResultId | 1 |