{"id":337,"date":"2017-06-30T10:35:00","date_gmt":"2017-06-30T02:35:00","guid":{"rendered":"https:\/\/blog.roboadvisor.com.tw\/?p=337"},"modified":"2017-06-30T10:35:00","modified_gmt":"2017-06-30T02:35:00","slug":"%e4%bd%a0%e5%8e%bb%e6%8e%89%e9%8c%af%e8%aa%a4%e7%9a%84-%e6%8a%95%e8%b3%87%e7%90%86%e8%b2%a1-%e8%a1%8c%e7%82%ba%e4%ba%86%e5%97%8e%ef%bc%9f","status":"publish","type":"post","link":"https:\/\/blog.roboadvisor.com.tw\/?p=337","title":{"rendered":"\u4f60\u53bb\u6389\u932f\u8aa4\u7684 \u6295\u8cc7\u7406\u8ca1 \u884c\u70ba\u4e86\u55ce\uff1f"},"content":{"rendered":"\n

\u9084\u8a18\u5f97\u5728\u6211\u5011\u7576\u5b78\u751f\u7684\u6642\u5019\uff0c\u8003\u8a66\u6642\u5982\u679c\u78b0\u5230\u6211\u5011\u89ba\u5f97\u5f88\u96e3\u7684\u9078\u64c7\u984c\uff0c\u4e0d\u78ba\u5b9a\u6b63\u78ba\u7684\u7b54\u6848\u662f\u54ea\u4e00\u500b\u6642\u5019\uff0c\u6211\u5011\u6703\u600e\u9ebc\u505a\u5462?<\/p>\n\n\n\n

\u6c92\u932f\uff0c\u6211\u5011\u6703\u5c07\u660e\u986f\u932f\u8aa4\u7684\u7b54\u6848\u5148\u53bb\u6389\uff0c\u5269\u4e0b\u7684\u7b54\u6848\u518d\u6162\u6162\u4f86\u60f3\u54ea\u500b\u662f\u5c0d\u7684\u3002\u7576\u9762\u5c0d\u9047\u5230\u56f0\u96e3\u7684\u9078\u64c7\u6642\u9019\u7a2e\u6280\u5de7\u662f\u5f88\u6709\u7528\u7684\uff0c\u5176\u5be6\u4eba\u751f\u4e2d\u5f88\u591a\u554f\u984c\u7684\u9078\u64c7\u90fd\u9700\u8981\u7528\u5230\u9019\u500b\u6280\u5de7\uff0c\u56e0\u70ba\u5f88\u591a\u554f\u984c\u7684\u6b63\u78ba\u7684\u7b54\u6848\u5f80\u5f80\u90fd\u4e0d\u662f\u90a3\u9ebc\u7684\u6e05\u695a\uff0c\u6295\u8cc7\u7406\u8ca1\u7684\u554f\u984c\u4e5f\u662f\u5982\u6b64\uff01<\/p>\n\n\n\n

\u96d6\u7136 \u6295\u8cc7\u7406\u8ca1 \u7684\u8cc7\u8a0a\u76f8\u7576\u7684\u591a\uff0c\u4e5f\u5f88\u5bb9\u6613\u53d6\u5f97\uff0c\u4f46\u662f\u4e0d\u540c\u7684\u4eba\u53ef\u80fd\u8aaa\u7684\u6b63\u78ba\u65b9\u6cd5\u90fd\u4e0d\u4e00\u6a23\uff0c\u5a92\u9ad4\u8aaa\u7684\u53ef\u80fd\u53c8\u662f\u53e6\u4e00\u5957\uff0c\u6240\u4ee5\u5230\u5e95\u4ec0\u9ebc\u624d\u662f\u6b63\u78ba\u7684 \u6295\u8cc7\u7406\u8ca1 \u65b9\u6cd5\u5f80\u5f80\u4e0d\u662f\u90a3\u9ebc\u7684\u6e05\u695a\u3002\u4f46\u6c92\u95dc\u4fc2\uff0c\u78b0\u5230\u9019\u7a2e\u56f0\u96e3\u7684\u9078\u64c7\u6642\uff0c\u6211\u5011\u525b\u624d\u8aaa\u7684\u6280\u5de7\u5c31\u6d3e\u4e0a\u7528\u5834\u4e86\uff0c\u6211\u5011\u53ef\u4ee5\u5148\u5c07\u660e\u986f\u932f\u8aa4\u7684 \u6295\u8cc7\u7406\u8ca1 \u65b9\u6cd5\u5148\u53bb\u6389\uff0c\u932f\u8aa4\u7684\u65b9\u6cd5\u662f\u6bd4\u8f03\u5bb9\u6613\u754c\u5b9a\u51fa\u4f86\u7684\u3002<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

\u8ca1\u7d93\u90e8\u843d\u683c A Teachable Moment<\/a> \u7684\u7248\u4e3b\u4ee5\u524d\u662f\u500b\u9ad8\u4e2d\u7684\u8001\u5e2b\uff0c\u5f8c\u4f86\u56e0\u70ba\u5c0d\u65bc \u6295\u8cc7\u7406\u8ca1 \u6709\u8208\u8da3\uff0c\u81ea\u5df1\u9032\u4fee\u5b78\u7fd2 \u6295\u8cc7\u7406\u8ca1 \u7684\u77e5\u8b58\uff0c\u8003\u4e0a\u4e86\u8ca1\u52d9\u898f\u5283\u5e2b (CFP) \u7684\u8b49\u7167\uff0c\u76ee\u524d\u5f9e\u4e8b\u8ca1\u52d9\u898f\u5283\u7684\u5de5\u4f5c\u3002<\/p>\n\n\n\n

\u7531\u65bc\u4ed6\u81ea\u5df1\u904e\u53bb\u7576\u904e\u8001\u5e2b\uff0c\u4e5f\u770b\u5230\u8a31\u591a\u8001\u5e2b\u5011\u96d6\u7136\u90fd\u5b78\u6709\u5c08\u9577\uff0c\u4f46\u662f\u666e\u904d\u5c0d\u65bc \u6295\u8cc7\u7406\u8ca1 \u662f\u6beb\u7121\u6982\u5ff5\uff0c\u751a\u81f3\u6709\u4e0d\u5c11\u8001\u5e2b\u56e0\u6b64\u8ce0\u6389\u4e86\u81ea\u5df1\u8f9b\u82e6\u5927\u534a\u8f29\u5b50\u8cfa\u7684\u85aa\u6c34\uff0c\u7121\u6cd5\u4eab\u53d7\u4e00\u500b\u8212\u9069\u7684\u9000\u4f11\u751f\u6d3b\uff0c\u56e0\u6b64\u4ed6\u7684\u4e3b\u8981\u5ba2\u6236\u8207\u7406\u5ff5\u5c31\u662f\u5354\u52a9\u9019\u4e9b\u8001\u5e2b\u5011\u8d70\u5411\u66f4\u6b63\u78ba\u7684 \u6295\u8cc7\u7406\u8ca1 \u9053\u8def\u3002<\/p>\n\n\n\n

\u4ed6\u7d93\u5e38\u7d66\u4e00\u4e9b\u8001\u5e2b\u6216\u5df2\u7d93\u9000\u4f11\u7684\u8001\u5e2b\u5011\u6f14\u8b1b\u4e0a\u8ab2\uff0c\u4e14\u767c\u73fe\u9762\u5c0d\u9019\u4e9b\u666e\u904d\u7f3a\u4e4f \u6295\u8cc7\u7406\u8ca1 \u77e5\u8b58\u7684\u8001\u5e2b\u5011\uff0c\u4e00\u500b\u5f88\u6709\u6548\u7684\u65b9\u6cd5\u5c31\u662f\u5148\u544a\u8a34\u4ed6\u5011\u300c\u4ec0\u9ebc\u662f\u932f\u8aa4\u7684\u6295\u8cc7\u7406\u8ca1\u65b9\u6cd5\uff1f\u300d\u7531\u65bc\u9019\u4e9b\u8001\u5e2b\u5011\u90fd\u662f\u9ad8\u77e5\u8b58\u4efd\u5b50\uff0c\u53ea\u8981\u5148\u78ba\u5b9a\u4e86\u932f\u8aa4\u7684\u65b9\u6cd5\u4e4b\u5f8c\uff0c\u5f88\u5feb\u7684\u5927\u5bb6\u5c31\u6703\u958b\u59cb\u7406\u89e3\u5230\u4ec0\u9ebc\u624d\u662f\u5c0d\u7684 \u6295\u8cc7\u7406\u8ca1 \u65b9\u6cd5\u3002<\/p>\n\n\n\n

\u4ee5\u4e0b\u5c31\u662f\u4ed6\u544a\u8a34\u9019\u4e9b\u8001\u5e2b\u5011\u61c9\u8a72\u8981\u907f\u958b\u7684\u300c\u932f\u8aa4\u7684 \u6295\u8cc7\u7406\u8ca1 \u65b9\u6cd5\u300d\uff1a<\/strong><\/h6>\n\n\n\n

\u4e0d\u8981\u6295\u8cc7\u500b\u5225\u80a1\u7968<\/mark><\/strong><\/p>\n\n\n\n

\u9664\u975e\u4f60\u771f\u7684\u5c0d\u65bc\u67d0\u500b\u7522\u696d\u3001\u67d0\u5bb6\u4f01\u696d\u6709\u5225\u4eba\u6240\u4e0d\u77ad\u89e3\u7684\u77e5\u8b58\uff0c\u5426\u5247\u6295\u8cc7\u500b\u80a1\u662f\u5f88\u96e3\u6210\u529f\u7372\u5229\u7684\u3002<\/p>\n\n\n\n

\u56e0\u70ba\u9577\u671f\u4f86\u770b\uff0c\u80a1\u5e02\u7684\u5229\u6f64\u662f\u7531\u5c11\u6578\u80a1\u7968\u6240\u8ca2\u737b\u51fa\u4f86\u7684\uff0c\u4f46\u662f\u4e8b\u524d\u6210\u529f\u7684\u6311\u51fa\u9019\u4e9b\u80a1\u7968\u7684\u6a5f\u7387\u662f\u76f8\u7576\u4f4e\u7684\u3002(\u5728\u4e4b\u524d\u7684\u6587\u7ae0\u3010\u70ba\u4ec0\u9ebc\u8cb7\u80a1\u7968\u7684\u4eba\u7e3d\u662f\u8ce0\u9322\u8005\u5c45\u591a<\/a>\u3011\u63d0\u5230\u904e\u9019\u500b\u7814\u7a76)<\/p>\n\n\n\n

\u4e0d\u8981\u5c07\u4fdd\u96aa\u8207\u6295\u8cc7\u6df7\u5728\u4e00\u8d77<\/mark><\/strong><\/p>\n\n\n\n

\u4f60\u61c9\u8a72\u6703\u7acb\u523b\u60f3\u5230\u4ed6\u6307\u7684\u662f\u4ec0\u9ebc? \u6c92\u932f\uff0c\u5c31\u662f\u6295\u8cc7\u578b\u4fdd\u55ae<\/mark><\/strong>\u3002<\/p>\n\n\n\n

\u7576\u4f60\u80fd\u5920\u7528\u66f4\u4fbf\u5b9c\u7684\u65b9\u6cd5\u5206\u5225\u8cb7\u5230\u5177\u6709\u540c\u6a23\u6548\u679c\u7684\u6771\u897f\u6642\uff0c\u70ba\u4f55\u8981\u82b1\u66f4\u591a\u7684\u9322\u53bb\u8cb7\u4e00\u500b\u6574\u5408\u5728\u4e00\u8d77\u7684\u6771\u897f\u5462?<\/p>\n\n\n\n

\u4e0d\u8981\u807d\u5f9e\u96fb\u8996\u4e0a\u7684\u4efb\u4f55\u4eba\u6240\u8aaa\u7684\u6295\u8cc7\u5efa\u8b70<\/mark><\/strong><\/p>\n\n\n\n

\u9019\u4e9b\u4eba\u5c0d\u65bc\u4f60\u7684\u60c5\u6cc1\u5b8c\u5168\u4e0d\u77ad\u89e3\uff0c\u4f60\u4e5f\u4e0d\u6703\u77e5\u9053\u4ed6\u8aaa\u9019\u4e9b\u6295\u8cc7\u5efa\u8b70\u80cc\u5f8c\u662f\u4e0d\u662f\u6709\u4ec0\u9ebc\u5176\u4ed6\u7684\u52d5\u6a5f\u3002<\/p>\n\n\n\n

\u4e0d\u8981\u88ab\u7d14\u7cb9\u662f\u904b\u6c23\u6240\u9020\u6210\u7684\u7d50\u679c\u6240\u9a19\u4e86<\/mark><\/strong><\/p>\n\n\n\n

\u4efb\u4f55\u4eba\u90fd\u53ef\u80fd\u56e0\u70ba\u904b\u6c23\u597d\u800c\u5728\u80a1\u5e02\u4e2d\u8cfa\u5230\u9322\uff0c\u4f46\u9019\u4e26\u4e0d\u8868\u793a\u9019\u5c31\u662f\u597d\u7684\u6295\u8cc7\u65b9\u6cd5\uff0c\u4e0d\u8981\u88ab\u9019\u7a2e\u7d50\u679c\u6240\u9a19\u4e86\u3002<\/p>\n\n\n\n

\u4e00\u500b\u597d\u7684\u6295\u8cc7\u898f\u5283\u8207\u65b9\u6cd5\uff0c\u53ef\u80fd\u77ed\u671f\u4e26\u6c92\u6709\u597d\u7684\u8868\u73fe\uff0c\u4f46\u662f\u9577\u671f\u4f60\u4e00\u5b9a\u6703\u770b\u5230\u6eff\u610f\u7684\u6210\u679c\u3002<\/p>\n\n\n\n

\u907f\u958b\u50cf\u80a1\u7968\u7684\u50b5\u5238<\/mark><\/strong><\/p>\n\n\n\n

\u9019\u7a2e\u50b5\u5238\u5931\u53bb\u4e86\u50b5\u5238\u8cc7\u7522\u5728\u6295\u8cc7\u7d44\u5408\u4e2d\u626e\u6f14\u7684\u715e\u8eca\u529f\u80fd\uff0c\u4e5f<\/strong>\u5931\u53bb\u4e86\u5206\u6563\u6295\u8cc7\u98a8\u96aa\u7684\u6548\u679c<\/strong>\u3002<\/p>\n\n\n\n

\u4f60\u4e00\u5b9a\u4e5f\u5f88\u5feb\u5c31\u80fd\u731c\u51fa\u4ed6\u6240\u6307\u7684\u662f\u4ec0\u9ebc? \u6c92\u932f\uff0c\u5c31\u662f\u570b\u4eba\u6700\u559c\u6b61\u6295\u8cc7\u7684\u4e00\u7a2e\u7522\u54c1 \u2014 \u9ad8\u6536\u76ca\u50b5\u5238<\/strong><\/mark>\u3002<\/p>\n\n\n\n

\u80a1\u7968\u8207\u50b5\u5238\u5728\u6295\u8cc7\u7d44\u5408\u4e2d\u5404\u81ea\u90fd\u6709\u5176\u91cd\u8981\u7684\u7684\u529f\u80fd\uff0c\u5206\u5225\u662f\u6cb9\u9580\u8207\u715e\u8eca\u7684\u529f\u80fd\uff0c\u7f3a\u4e00\u4e0d\u53ef\u3002<\/p>\n\n\n\n

\u4eca\u5929\u5982\u679c\u6709\u500b\u6c7d\u8eca\u92b7\u552e\u54e1\u544a\u8a34\u4f60\uff0c\u4ed6\u5011\u5c07\u6c7d\u8eca\u7684\u6cb9\u9580\u8207\u715e\u8eca\u6574\u5408\u6210\u5728\u4e00\u8d77\u4e86\uff0c\u73fe\u5728\u9019\u500b\u8e0f\u677f\u517c\u5177\u4e86\u6cb9\u9580\u8207\u715e\u8eca\u7684\u529f\u80fd\uff0c\u8acb\u554f\u4f60\u6562\u958b\u9019\u53f0\u8eca\u55ce?<\/p>\n\n\n\n

\u53f0\u7063\u5f88\u591a\u6295\u8cc7\u4eba\u73fe\u5728\u5c31\u662f\u5728\u958b\u8457\u9019\u6a23\u7684\u8eca\u5b50\uff01<\/p>\n\n\n\n

\u907f\u514d\u53ea\u6295\u8cc7\u5728\u81ea\u5df1\u570b\u5bb6\u7684\u91d1\u878d\u5e02\u5834<\/mark><\/strong><\/p>\n\n\n\n

\u5ffd\u7565\u4e86\u5168\u7403\u5176\u4ed6\u5ee3\u5927\u7684\u91d1\u878d\u5e02\u5834\u662f\u4e0d\u660e\u667a\u7684\u884c\u70ba\u3002<\/p>\n\n\n\n

\u5176\u5be6\u7f8e\u570b\u4eba\u5728\u9019\u4e00\u9ede\u4e0a\u9084\u662f\u6bd4\u8f03\u5e78\u904b\u7684\uff0c\u56e0\u70ba\u7f8e\u570b\u80a1\u5e02\u5360\u4e86\u5168\u7403 50% \u7684\u6bd4\u91cd\uff0c\u5373\u4f7f\u4e00\u500b\u7f8e\u570b\u4eba\u53ea\u6295\u8cc7\u7f8e\u570b\u80a1\u5e02\uff0c\u4ed6\u4e5f\u53ea\u662f\u653e\u68c4\u4e86\u53e6\u5916 50% \u7684\u5e02\u5834\u3002<\/p>\n\n\n\n

\u9019\u500b\u554f\u984c\u5c0d\u53f0\u7063\u6295\u8cc7\u4eba\u4f86\u8aaa\u537b\u66f4\u70ba\u56b4\u91cd\uff0c\u56e0\u70ba\u53f0\u7063\u80a1\u5e02\u5927\u6982\u53ea\u5360\u5168\u7403\u80a1\u7968\u5e02\u503c\u7684 1%\uff0c\u6240\u4ee5\u5c0d\u4e00\u500b\u53ea\u6295\u8cc7\u53f0\u7063\u80a1\u5e02\u7684\u4eba\u4f86\u8aaa\uff0c\u653e\u68c4\u7684\u662f\u5176\u4ed6 99% \u7684\u5e02\u5834\uff0c\u662f\u66f4\u4e0d\u660e\u667a\u7684\u8209\u52d5\u3002<\/p>\n\n\n\n


<\/p>\n","protected":false},"excerpt":{"rendered":"

\u9084\u8a18\u5f97\u5728\u6211\u5011\u7576\u5b78\u751f\u7684\u6642\u5019\uff0c\u8003\u8a66\u6642\u5982\u679c\u78b0\u5230\u6211\u5011\u89ba\u5f97\u5f88\u96e3\u7684\u9078\u64c7\u984c\uff0c\u4e0d\u78ba\u5b9a\u6b63\u78ba\u7684\u7b54\u6848\u662f\u54ea\u4e00\u500b\u6642\u5019\uff0c\u6211\u5011\u6703\u600e\u9ebc\u505a\u5462? […]<\/p>\n","protected":false},"author":7,"featured_media":341,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[],"class_list":["post-337","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-14"],"blocksy_meta":{"styles_descriptor":{"styles":{"desktop":"","tablet":"","mobile":""},"google_fonts":[],"version":6}},"_links":{"self":[{"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=\/wp\/v2\/posts\/337","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=337"}],"version-history":[{"count":0,"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=\/wp\/v2\/posts\/337\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=\/wp\/v2\/media\/341"}],"wp:attachment":[{"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=337"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=337"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=337"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}