Financial and Life Planning Resource Directory

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Articles Advisers
Advisers: Planning Orientation
Advisers: Client selection And management
	Carlson, Erika N., et al, "You Probably Think this Paper's About You: Narcissists' Perceptions of Their Personality and Reputation", Journal of Personality and Social Psychology, June 2011 (Vol. 101, No. 1)
		http://psycnet.apa.org/journals/psp/101/1/185/ The authors offer surprising conclusions about narcissists, a group that many advisers encounter and have trouble with..
	Hughes, Bonnie A., "Learning the Lessons in (Not Yet) Serving the Masses", Journal of Financial Planning, January 2010 (Vol. 23, No. 1)
		Hughes writes about the importance of financial planners serving the middle market, not just the wealthy, and outlines what it takes to be successful at it.
Advisers: Communication
Advisers: Best practices
Advisers: Case studies
	Jensen, Kris, "Ultimate Changing of the Guard, The: Lessons from CEO Succession", Integrative Adviser, August 2008 (Vol. 1, No. 2)
		http://www.aiflp.org/pdfs/IntegrativeAdviserNo0102.pdf The author analyzes some of the key issues surrounding planning in CEO succession both for the CEO and for those left behind.
Advisers: Other / general / not specified
	Klement, Joachim, "Flaws of Our Financial Memory, The", Journal of Financial Planning, August 2010 (Vol. 23, No. 8)
		Klement discusses neuroscientific findings that help explain faults in our memory that in turn affect our ability to make wise financial choices.
	Mellan, Olivia, "In These Turbulent Times – The Present, Still Tense", Integrative Adviser, December 2009 (Vol. 2, No. 4)
		http://www.aiflp.org/pdfs/IntegrativeAdviserNo0204.pdf Mellan outlines the need and the methods for reducing stress among professional advisers.
	Yanikoski, Charles S., and Dickson, Doug, "Wisdom Scale, The: Learning to Adapt Advice to the Readiness of the Client", Integrative Adviser, September 2010 (Vol. 3, No. 3)
		http://www.aiflp.org/pdfs/IntegrativeAdviserNo0303.pdf, Free The authors explore the idea that as people mature, they tend to progress in their level of wisdom, but that different people plateau at different places, which could explain why different people make different decisions in similar circumstances.
	Yanikoski, Charles S., "Planning, Spirituality, and Non-Spirituality", Integrative Adviser, August 2008 (Vol. 1, No. 2)
		http://www.aiflp.org/pdfs/IntegrativeAdviserNo0102.pdf, Free The various meanings of spirituality are explored here, along with their relationship to happiness, and the implications of all of this for planning and for advisers.