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首頁> 公告> 雙語|理財(cái)師教練課正在走俏,你了解嗎?

雙語|理財(cái)師教練課正在走俏,你了解嗎?

2017-07-17 11:50

導(dǎo)讀:據(jù)《美國(guó)新聞與世界》公布的一項(xiàng)調(diào)查顯示,商業(yè)教練已成為美國(guó)顧問業(yè)中呼聲最高、增長(zhǎng)最快的領(lǐng)域。在美國(guó)理財(cái)顧問行業(yè),這一服務(wù)深受理財(cái)師們的歡迎。

 
 

什么是商業(yè)教練?

商 業(yè)教練是企業(yè)教練技術(shù)在商業(yè)模式領(lǐng)域的應(yīng)用。企業(yè)教練技術(shù)最早起源于20世紀(jì)90年代的美國(guó),它將體育界教練訓(xùn)練運(yùn)動(dòng)員的方式移植到企業(yè)中,并很快發(fā)展成 為一種風(fēng)靡歐美的企業(yè)訓(xùn)練技術(shù)。波音、麥當(dāng)勞、BP石油等眾多國(guó)際性企業(yè)都紛紛用這種新興技術(shù)訓(xùn)練團(tuán)隊(duì)。隨著教練技術(shù)的日趨成熟和在多種細(xì)分領(lǐng)域的應(yīng)用, 國(guó)際上開始出現(xiàn)了若干專業(yè)領(lǐng)域教練,如管理教練、營(yíng)銷教練、業(yè)績(jī)教練等。

In a study that involved 803 financial advisors, 22% of those surveyed paid for business coaching services within the last three years. Taking into account the three financial advisor business models, a quarter of investment managers, 17% of wealth managers, and 13% of financial advisors in multi-family offices used paid business coaches. Paid coaching can take a number of forms from one-on-one meetings, coaching programs with multiple attendees, and telephone and E-coaching.

 

通過一項(xiàng)對(duì)美國(guó)803名理財(cái)師的研究發(fā)現(xiàn),22%的理財(cái)師在過去三年個(gè)人購買過商業(yè)教練服務(wù)。從三種理財(cái)顧問商業(yè)模式來看,25%的投資經(jīng)理人,17%的財(cái)富管理人以及13%為多戶家族理財(cái)室工作的理財(cái)師分別購買過教練服務(wù)。教練服務(wù)有多種形式,有一對(duì)一輔導(dǎo),多人參加的培訓(xùn)課程以及電話或網(wǎng)絡(luò)輔導(dǎo)。

 

詞匯解析:

 

business coaching service 商業(yè)教練服務(wù)     

take sth into account  考慮到.....

attendee 出席者

而過去三年沒有購買商業(yè)教練的理財(cái)師來說,他們中許多也一直都在接受由企業(yè)提供的商業(yè)教練培訓(xùn)。這批人中接近三分之二表示公司為他們提供了從實(shí)踐管理,業(yè)務(wù)拓展,以及溝通技巧等商業(yè)教練培訓(xùn)課程。

 

Many financial advisors have embraced coaching for a number of reasons such as having a better work/life balance. However, most financial advisors purchase coaching services with the intent of becoming more successful. This can mean a number of things such as more assets under management, working with wealthier clients, and, often critically, becoming wealthier in their own right. 

 

理財(cái)師們選擇教練服務(wù)原因各異,比如希望在生活和工作之間達(dá)到更好的平衡。然而,大部分理財(cái)師購買教練服務(wù)是為了更加成功,比如讓旗下管理更多的資產(chǎn),吸引更富有的客戶,往往更重要的是,讓自己個(gè)人變得更加富有。

那么,這些種類繁多的教練課程效果如何呢?研究發(fā)現(xiàn),這些教練課程對(duì)某些理財(cái)師來說可能是浪費(fèi)金錢與時(shí)間,沒有讓他們變得更成功。但往往這種結(jié)果是由于教練服務(wù)的質(zhì)量抑或理財(cái)師缺乏動(dòng)力, 沒有持續(xù)堅(jiān)持跟進(jìn)導(dǎo)致的。一位在加利福尼亞州圣路易斯奧比斯堡授課的領(lǐng)導(dǎo)力教練查爾斯?費(fèi)爾特曼(Charles Feltman)認(rèn)為,最大的誤區(qū)莫過于期望立竿見影。另外一類嚴(yán)重的錯(cuò)誤是不認(rèn)真對(duì)待課程,或縮短和取消上課時(shí)間。

 

On the other hand, financial advisors that have engaged coaches who are process oriented and are delivering empirically-derived best practices have been shown to achieve considerable improvements in their businesses.

 

另一方面,研究發(fā)現(xiàn),如果理財(cái)師選擇的教練是以過程為導(dǎo)向,向?qū)W員提供經(jīng)驗(yàn)證的最佳實(shí)踐模式,那么理財(cái)師會(huì)在事業(yè)上取得突出的進(jìn)步。

 

What is very remarkable is that 97% of the financial advisors who engaged a paid business coach are willing to be do it again. These financial advisors find they receive considerable value from business coaches.

 

十分引人注目的是購買過教練課的理財(cái)師中97%的人愿意再次購買。因?yàn)檫@些理財(cái)師發(fā)現(xiàn)他們通過教練課程獲得了顯著的巨大價(jià)值。

 

詞匯解析:

 

process oriented 過程導(dǎo)向

empirically-derived  實(shí)證推導(dǎo)的

remarkable 引人注目的

There are a number of variations when it comes to best practices in the financial advisory universe. Business development initiatives are the most appealing and capable of having the greatest impact. “Most advisory professionals want to do a better job finding and working with wealthy clients. The most effective methods relate to networking and profiling because the skills complement one another allowing a practitioner to continually create and expand relationships for new business,” explains Hannah Shaw Grove, an expert on the high-net-worth markets and executive editor of Private Wealth magazine. “Many techniques work, but empirically-derived and field-proven methodologies that can quantify results are a great place to start.”

 

在理財(cái)顧問領(lǐng)域, 最佳實(shí)務(wù)范例有許多種類。業(yè)務(wù)拓展計(jì)劃可謂是最吸引人和最具有影響力的一種?!按蠖鄶?shù)理財(cái)顧問希望尋找更多的富有客戶并與之合作,而最有效的途徑則包括人際關(guān)系網(wǎng)的構(gòu)建與信息數(shù)據(jù)分析,因?yàn)檫@兩個(gè)技能互為補(bǔ)充,可以讓理財(cái)師持續(xù)拓展和開發(fā)新的業(yè)務(wù)關(guān)系?!眰€(gè)人財(cái)富雜志執(zhí)行主編,高凈值市場(chǎng)專家Hannah Shaw Grove說道?!皩?duì)于理財(cái)師來說,許多技能都會(huì)對(duì)工作有所幫助,但經(jīng)實(shí)證得出,實(shí)地應(yīng)用驗(yàn)證過,可以量化結(jié)果的方法是理財(cái)師學(xué)習(xí)的很好開端”。

 

In conclusion, coaching can be very valuable and while there are quite a number of exceptional coaches and coaching programs for financial advisors, “The best results happen when the financial advisor is committed to improving and the coach is able to teach and facilitate,” says Scott West, managing director of Invesco Consulting. 

 

總之,教練課程對(duì)理財(cái)師來說非常具有價(jià)值,當(dāng)前存在許多優(yōu)秀的理財(cái)師教練和培訓(xùn)課程,“如果理財(cái)師能夠?qū)W⑻嵘约?,同時(shí)教練很好地教導(dǎo)并督促學(xué)員,那么理財(cái)師就可以從教練課程中獲得最佳結(jié)果?!?Invesco Consulting 常務(wù)董事Scott West說道。 

 

詞匯解 析:

 

methodology  方法

quantify  量化

facilitate 促進(jìn)

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