General Principles of Effective Communication
Free CFP Exam lesson in Psychology of Financial Planning. 13 min read, ~1,897 words.
When words and body language conflict, trust the nonverbal: respond with a gentle open-ended question, never direct confrontation. Active listening = attending, paraphrasing, reflecting feelings, summarizing, clarifying; reflecting feelings is the most advanced skill. Bad news delivery: direct, early, empathetic, quantified, solution-oriented; never by email. Meeting structure: rapport, agenda, segmented...
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What this lesson covers
- Content
- Example 1
- Example 2
- Common Mistakes
- Key Takeaways
- Exam Shortcuts
Learning objectives
- H.69
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