This workbook provides financial advisors with the necessary support to meet the changing demands of their clients and the increasing quality requirements. It imparts fundamentals in communication psychology as well as practical consulting. The required learning and change process takes place with ease, enjoyment, and creativity. Numerous work aids and checklists for daily use, along with question catalogs for reference, make this book an indispensable pocket-sized companion. New in this second edition: How to confidently handle objections in client conversations.