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

First Edition
Edited by:


March 2017 | 328 pages | SAGE Publications Pvt. Ltd

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.

 

 

Sid Mittra
Prologue
Charles Schwab (followed by bio-note)
Introduction to the Book
 
PART I: THE ART OF PRACTICING FINANCIAL PLANNING
Bob Veres (followed by bio-note)
Introduction
Alan Goldfarb (followed by bio-note)
The Art of Practicing Financial Planning
Alexandra Armstrong (followed by bio-note)
A Few Thoughts About Financial Planning from a Veteran Financial Planner
Bernie Clark (followed by bio-note)
Financial Planning Involves Both Science and Art
Bill Carter (followed by bio-note)
Competency, Education, Service
Bob Curtis (followed by bio-note)
The Art of Financial Planning: The Value of Storytelling, Emotional Intelligence, and Empathy
Bob Veres (followed by bio-note)
The Magic in the Art
Charlotte Beyer (followed by bio-note)
From the Other Side of the Table
Chris Dardaman (followed by bio-note)
What Constitutes the Art of Practicing Financial Planning? My Personal View
Dan Moisand (followed by bio-not)
The Art of Financial Planning
David Bugen (followed by bio-note)
The Art of Financial Planning: Trust–Responsiveness–Listening–Anticipation
David Yeske and Elissa Buie (followed by bio-note)
The Magic of Financial Planning
Deena Katz (followed by bio-note)
Communication: The Art of Planning
Don Phillips (followed by bio-note)
The Science and Art of Financial Planning
Elaine Bedel (followed by bio-note)
The Art of Financial Planning
Gregory Bresiger (followed by bio-note) /
Solving the Anomaly of the Advisory Industry: Improving the Art of Financial Planning
Greg Friedman (followed by bio-note)
What Constitutes the Art of Practicing Financial Planning?
Harold Evensky (followed by bio-note) /
The Art of Financial Planning
Jason McGarraugh (followed by bio-note)
What Constitutes the Art of Financial Planning: A Personal View
Joel Bruckenstein (followed by bio-note) /
Technology and 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 Practicing Financial Planning
Karen Schaeffer (followed by bio-note)
The Art of Financial Planning
Kevin Keller (followed by bio-note)
The Art and Science of Financial Planning
Lewis Altfest (followed by bio-note)
The Art of Financial Planning
Marilyn Dimitroff (followed by bio-note)
Sitting on the Same Side of the Table
Mark Hurley (followed by bio-note)
A Very Personal and Complex Art
Mark Tibergien (followed by bio-note)
How Financial Planning Changed My Life
Matt McGrath (followed by bio-note)
What Constitutes the Art of Practicing Financial Planning?
Mitch Anthony (followed by bio-note)
Creating an ROL-centered Practice
Patti Houlihan (followed by bio-note)
What Constitutes the Art of Practicing Financial Planning? My Personal View
Richie Lee (followed by bio-note)
The Art of Financial Planning
Roger Gibson (followed by bio-note)
Art Succeeds Where Science Fail
Ross Levin (followed by bio-note)
The Art of Financial Planning
Roy Diliberto (followed by bio-note)
Planning from the Inside Out
Scott Kahan (followed by bio-note)
What Constitutes the Art of Practicing Financial Planning?
Sid Mittra (followed by bio-note)
Foundation of the Art of Financial Planning
Skip Schweiss (followed by bio-note)
What Constitutes the Art of Practicing Financial Planning? My Personal View
Tim Kochis (followed by bio-note)
Clients (Rightly) Change their Minds Throughout the Process
Tom James (followed by bio-note)
The Art of Financial Planning
Wader Pfau (followed by bio-note)
The Art of Retirement Income Planning
Carl Richards
PART II: THE ART OF COMMUNICATION IN FINANCIAL PLANNING
Evan Simonoff (followed by bio-note)
Introduction
 
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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ISBN: 9789386446886
£21.99