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Full Description
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.
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
