the role of communication in financial planning
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The Role of Communication in Financial Planning. FPA Philadelphia Tri-State Conference 2004. By: Courtney Pullen Pullen Consulting Group 303-420-2908. 1. - PowerPoint PPT PresentationTRANSCRIPT
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By: Courtney Pullen
Pullen Consulting Group303-420-2908
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FPA Philadelphia Tri-State Conference 2004
The Role of Communication in Financial Planning
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© Conversant Solutions, LLC 2003© Conversant Solutions LLC 2003
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Align conversations create shared purpose, stimulate creativity, and ensure smart planning.
Act conversations clarify accountabilities and launch action.
Adjust conversations review performance and translate experience into improvement.
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© Conversant Solutions, LLC 2003 Conversant Solutions, LLC 2002
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• All humans have purposes and concerns.
• When people perceive you threaten or are unaware of their purposes and concerns, they resist. This produces waste.
• When people perceive you are aware of and sensitive to their purposes and concerns, they communicate and collaborate. This produces value.
Axioms of the Intersection
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The Conversation Meter100
50
2575
0
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A direct conflict between what you say in one situation and what you say in another (lying, withholding information).
Pretense50
25 75
0 100
Focus: Avoid difficulty
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An honest report of my point of view; includes thoughtless certainty that my view is accurate.
Sincerity50
25 75
0 100
Focus: Be honest, defend my honest position
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Separating mutually observable facts from explanation of those facts. Includes the recognition that my perceptions are not reality.
Accuracy50
25 75
0 100
Focus: Reveal facts and compare explanations for value
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Genuine appreciation of various views and factors, researching where they intersect for new insight and opportunity.
Authenticity50
25 75
0 100
Focus: Clarify essential purpose and reveal intersections for action
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