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The Art of Practicing and the Art of Communication in Financial Planning

The Art of Practicing and the Art of Communication in Financial Planning

          
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About the Book

The Art of Practicing and the Art of Communication in Financial Planning is a rare collection of 80 essays on what constitutes the art of practicing financial planning and the art of communication in financial planning. The contributors represent the best brains in the financial planning profession. The insightful articles will help planners to effectively use their technical skills toward ensuring their clients’ financial success and well-being. The book can be used as a supplement to Practicing Financial Planning: For Professionals and CFP® Aspirants (12th Edition) published in 2016 by SAGE Publications.    

Table of Contents:
Prologue - Sid Mittra Introduction to the Book - Charles Schwab (followed by bio-note) PART I: THE ART OF PRACTICING FINANCIAL PLANNING Introduction - Bob Veres (followed by bio-note) The Art of Practicing Financial Planning - Alan Goldfarb (followed by bio-note) A Few Thoughts About Financial Planning from a Veteran Financial Planner - Alexandra Armstrong (followed by bio-note) Financial Planning Involves Both Science and Art - Bernie Clark (followed by bio-note) Competency, Education, Service - Bill Carter (followed by bio-note) The Art of Financial Planning: The Value of Storytelling, Emotional Intelligence, and Empathy - Bob Curtis (followed by bio-note) The Magic in the Art - Bob Veres (followed by bio-note) From the Other Side of the Table - Charlotte Beyer (followed by bio-note) What Constitutes the Art of Practicing Financial Planning? My Personal View - Chris Dardaman (followed by bio-note) The Art of Financial Planning - Dan Moisand (followed by bio-not) The Art of Financial Planning: Trust–Responsiveness–Listening–Anticipation - David Bugen (followed by bio-note) The Magic of Financial Planning - David Yeske and Elissa Buie (followed by bio-note) Communication: The Art of Planning - Deena Katz (followed by bio-note) The Science and Art of Financial Planning - Don Phillips (followed by bio-note) The Art of Financial Planning - Elaine Bedel (followed by bio-note) Solving the Anomaly of the Advisory Industry: Improving the Art of Financial Planning - Gregory Bresiger (followed by bio-note) / What Constitutes the Art of Practicing Financial Planning? - Greg Friedman (followed by bio-note) The Art of Financial Planning - Harold Evensky (followed by bio-note) / What Constitutes the Art of Financial Planning: A Personal View - Jason McGarraugh (followed by bio-note) Technology and the Art of Practicing Financial Planning - Joel Bruckenstein (followed by bio-note) / The Art of Practicing Financial Planning - Kacy Gott (followed by bio-note) The Art of Practicing Financial Planning - Karen Altfest (followed by bio-note) The Art of Financial Planning - Karen Schaeffer (followed by bio-note) The Art and Science of Financial Planning - Kevin Keller (followed by bio-note) The Art of Financial Planning - Lewis Altfest (followed by bio-note) Sitting on the Same Side of the Table - Marilyn Dimitroff (followed by bio-note) A Very Personal and Complex Art - Mark Hurley (followed by bio-note) How Financial Planning Changed My Life - Mark Tibergien (followed by bio-note) What Constitutes the Art of Practicing Financial Planning? - Matt McGrath (followed by bio-note) Creating an ROL-centered Practice - Mitch Anthony (followed by bio-note) What Constitutes the Art of Practicing Financial Planning? My Personal View - Patti Houlihan (followed by bio-note) The Art of Financial Planning - Richie Lee (followed by bio-note) Art Succeeds Where Science Fail - Roger Gibson (followed by bio-note) The Art of Financial Planning - Ross Levin (followed by bio-note) Planning from the Inside Out - Roy Diliberto (followed by bio-note) What Constitutes the Art of Practicing Financial Planning? - Scott Kahan (followed by bio-note) Foundation of the Art of Financial Planning - Sid Mittra (followed by bio-note) What Constitutes the Art of Practicing Financial Planning? My Personal View - Skip Schweiss (followed by bio-note) Clients (Rightly) Change their Minds Throughout the Process - Tim Kochis (followed by bio-note) The Art of Financial Planning - Tom James (followed by bio-note) The Art of Retirement Income Planning - Wader Pfau (followed by bio-note) PART II: THE ART OF COMMUNICATION IN FINANCIAL PLANNING - Carl Richards Introduction - Evan Simonoff (followed by bio-note) 3 Basics of a College Financial Plan Accepting the Uncertainty of Our Financial Life Beware Financial Comparisons With Others Beware of Investments Promoted as ‘Just Like a C.D.’ Dealing With an Investing Blind Spot Diversification Isn't Broken, It Just Takes a While Feeling Overwhelmed, Take a Deep Breath Filling in the Worry Groove in Your Brain Focus on the Opportunities For True Freedom, Learn to Deal with Uncertainty Honesty Tops Any Checklist When Looking for an Adviser In Soccer and Investing, Bias is Toward Action Investing Against the Odds, and the Facts Learning How to Deal With the Haters Learning to Deal With the Impostor Syndrome Learning to Take Responsibility When Things Go Wrong Lessons Learned From Well Behaved Investors Let Diversification Do Its Job Make a Plan on How to Handle Risk, Then Stick to It Saying No, So You Can Say Yes When It Matters Stranger Danger Personal Finance Really is Personal Talking Numbers With Your Children The Beauty of Limits The Case for Slow Money The Dual Roles of Money The Ever Shifting Balance Between Resources and Dreams The Only Investing Pattern That Matters Is Behavioral The Paradox of Finding Motivation Through Fear The Perils of Investing in What You Know The Risky Sport of Bubble Spotting The Strange Allure of Higher Fees To Get at the Root of Spending, Pay Attention Viewing Others Through a Prism of Money Viewing the Glass as Half Full, but Not Too Full When an Expense Becomes a Wise Investment Choice When Feelings of Comfort Trump Spreadsheet Math When the Tax Tail Wags Your Investment Dog Why Budgeting Will Lead to More Awareness Your Experience in Stocks Is Probably Meaningless Your Most Valuable Asset Is Yourself


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Product Details
  • ISBN-13: 9789386446633
  • Publisher: Sage Publications India Pvt Ltd
  • Publisher Imprint: Sage Publications India Pvt Ltd
  • Language: English
  • ISBN-10: 9386446634
  • Publisher Date: 15 Mar 2017
  • Binding: Digital (delivered electronically)
  • No of Pages: 328


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