Glossary

Glossary

Term Book Chapter Definition
Active Listening Certified Financial Planner (CFP) Exam Chapter 8: Client Communication and Behavior A communication technique that involves not just hearing, but understanding and responding to the clients' concerns and queries. It can help understand clients' needs better and provide suitable financial solutions.
Active Listening Personal Sales Chapter 3: Effective Communication Strategies This involves more than just hearing the words that your clients say. It involves understanding the nuances of their communication, including their tone of voice, their body language, and the emotions underlying their words.