期待关注，
<p class="MsoNormal" style="MARGIN: 0cm="0cm"0cm="0cm"0pt"><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin">（二十一）综述</span></p>
<p class="MsoNormal" style="MARGIN: 0cm="0cm"0cm="0cm"0pt"><span lang="EN-US"><?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" /><o:p><font face="Calibri"> </font></o:p></span></p>
<p class="MsoNormal" style="MARGIN: 0cm="0cm"0cm="0cm"0pt"><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin">箴言一句话，废话万卷书！为了便于大家掌握要旨，我对全文加以总结，共</span><span lang="EN-US"><font face="Calibri">8</font></span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin">点，供大家参考：</span></p>
<p class="MsoNormal" style="MARGIN: 0cm="0cm"0cm="0cm"0pt"><span lang="EN-US"><o:p><font face="Calibri"> </font></o:p></span></p>
<p class="MsoListParagraph" style="MARGIN: 0cm="0cm"0cm="0cm"0pt="0pt"18pt; TEXT-INDENT: -18pt; mso-char-indent-count: 0; mso-list: l0="l0"level1="level1"lfo1"><span lang="EN-US" style="mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin"><span style="mso-list: Ignore"><font face="Calibri">1、</font><span style="FONT: 7pt="7pt"'Times New="New"Roman'"> </span></span></span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin">理财咨询是一种新型的</span><span lang="EN-US"><font face="Calibri">ERM</font></span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin">手段；</span></p>
<p class="MsoListParagraph" style="MARGIN: 0cm="0cm"0cm="0cm"0pt="0pt"18pt; TEXT-INDENT: 0cm; mso-char-indent-count: 0"><span lang="EN-US"><o:p><font face="Calibri"> </font></o:p></span></p>
<p class="MsoListParagraph" style="MARGIN: 0cm="0cm"0cm="0cm"0pt="0pt"18pt; TEXT-INDENT: -18pt; mso-char-indent-count: 0; mso-list: l0="l0"level1="level1"lfo1"><span lang="EN-US" style="mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin"><span style="mso-list: Ignore"><font face="Calibri">2、</font><span style="FONT: 7pt="7pt"'Times New="New"Roman'"> </span></span></span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin">理财咨询的对象应该是公司的骨干、核心，一般是公司的中层干部；</span></p>
<p class="MsoListParagraph" style="MARGIN: 0cm="0cm"0cm="0cm"0pt"><span lang="EN-US"><o:p><font face="Calibri"> </font></o:p></span></p>
<p class="MsoListParagraph" style="MARGIN: 0cm="0cm"0cm="0cm"0pt="0pt"18pt; TEXT-INDENT: -18pt; mso-char-indent-count: 0; mso-list: l0="l0"level1="level1"lfo1"><span lang="EN-US" style="mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin"><span style="mso-list: Ignore"><font face="Calibri">3、</font><span style="FONT: 7pt="7pt"'Times New="New"Roman'"> </span></span></span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin">理财咨询需要与相关理财机构合作、需要与理财专业人士合作；</span></p>
<p class="MsoListParagraph" style="MARGIN: 0cm="0cm"0cm="0cm"0pt"><span lang="EN-US"><o:p><font face="Calibri"> </font></o:p></span></p>
<p class="MsoListParagraph" style="MARGIN: 0cm="0cm"0cm="0cm"0pt="0pt"18pt; TEXT-INDENT: -18pt; mso-char-indent-count: 0; mso-list: l0="l0"level1="level1"lfo1"><span lang="EN-US" style="mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin"><span style="mso-list: Ignore"><font face="Calibri">4、</font><span style="FONT: 7pt="7pt"'Times New="New"Roman'"> </span></span></span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin">对理财机构、理财专业人士的考察，首要一点就是“服务意识”和“服务水平”；</span></p>
<p class="MsoListParagraph" style="MARGIN: 0cm="0cm"0cm="0cm"0pt"><span lang="EN-US"><o:p><font face="Calibri"> </font></o:p></span></p>
<p class="MsoListParagraph" style="MARGIN: 0cm="0cm"0cm="0cm"0pt="0pt"18pt; TEXT-INDENT: -18pt; mso-char-indent-count: 0; mso-list: l0="l0"level1="level1"lfo1"><span lang="EN-US" style="mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin"><span style="mso-list: Ignore"><font face="Calibri">5、</font><span style="FONT: 7pt="7pt"'Times New="New"Roman'"> </span></span></span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin">要设计好与理财机构、理财专业人士的合作模式，否则可能会落得个“猪八戒照镜子——里外不是人”；</span></p>
<p class="MsoListParagraph" style="MARGIN: 0cm="0cm"0cm="0cm"0pt"><span lang="EN-US"><o:p><font face="Calibri"> </font></o:p></span></p>
<p class="MsoListParagraph" style="MARGIN: 0cm="0cm"0cm="0cm"0pt="0pt"18pt; TEXT-INDENT: -18pt; mso-char-indent-count: 0; mso-list: l0="l0"level1="level1"lfo1"><span lang="EN-US" style="mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin"><span style="mso-list: Ignore"><font face="Calibri">6、</font><span style="FONT: 7pt="7pt"'Times New="New"Roman'"> </span></span></span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin">理财不是将是如何“炒股”，如何“养基”，而是建立理财方案；“炒股”、“养基”能否赚钱属于“把事情作对”的范畴，而“建立理财方案”则是确定“什么是对的事情”，是理财的核心内容；</span></p>
<p class="MsoListParagraph" style="MARGIN: 0cm="0cm"0cm="0cm"0pt"><span lang="EN-US"><o:p><font face="Calibri"> </font></o:p></span></p>
<p class="MsoListParagraph" style="MARGIN: 0cm="0cm"0cm="0cm"0pt="0pt"18pt; TEXT-INDENT: -18pt; mso-char-indent-count: 0; mso-list: l0="l0"level1="level1"lfo1"><span lang="EN-US" style="mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin"><span style="mso-list: Ignore"><font face="Calibri">7、</font><span style="FONT: 7pt="7pt"'Times New="New"Roman'"> </span></span></span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin">理财大致有八个环节，一个都不能少！</span></p>
<p class="MsoListParagraph" style="MARGIN: 0cm="0cm"0cm="0cm"0pt"><span lang="EN-US"><o:p><font face="Calibri"> </font></o:p></span></p>
<p class="MsoListParagraph" style="MARGIN: 0cm="0cm"0cm="0cm"0pt="0pt"18pt; TEXT-INDENT: -18pt; mso-char-indent-count: 0; mso-list: l0="l0"level1="level1"lfo1"><span lang="EN-US" style="mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin"><span style="mso-list: Ignore"><font face="Calibri">8、</font><span style="FONT: 7pt="7pt"'Times New="New"Roman'"> </span></span></span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin">实践出真知！</span><span lang="EN-US"><font face="Calibri">HR</font></span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin">同仁们积极实践吧，遇到问题，随时与我交流，让我们共同成长！</span></p>
<p class="MsoNormal" style="MARGIN: 0cm="0cm"0cm="0cm"0pt"><span lang="EN-US"><o:p><font face="Calibri"> </font></o:p></span></p>
<p class="MsoNormal" style="MARGIN: 0cm="0cm"0cm="0cm"0pt"><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin">（全文完）</span></p>
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