Financial and Life Planning Resource Directory

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Articles Advisers: Best practices
Body
	Keffler, Kristin Wehner, "The Trusted Advisor Paradox - Part II", Integrative Adviser, December 2008 (Vol. 1, No. 4)
		http://www.aiflp.org/pdfs/IntegrativeAdviserNo0104.pdf Part 2 of a two-part essay arguing that professional advisers need to look to their own health in order to best serve their clients.
	Keffler, Kristin Wehner, "The Trusted Advisor Paradox - Part I", Integrative Adviser, October 2008 (Vol. 1, No. 2)
		www.aiflp.org/pdfs/IntegrativeAdviserNo0103.pdf Part 1 of a two-part essay arguing that professional advisers need to look to their own health in order to best serve their clients.
Mind
	Dimen, Muriel, "Money in the Adviser/Client Relationship: Lessons from Psychoanalytic Practice", Integrative Adviser, June 2010 (Vol. 3, No. 2)
		http://www.aiflp.org/pdfs/IntegrativeAdviserNo0302.pdf, Free Dimen discusses the conflict between treating clients and being paid for it, and how this can sometimes be resolved.
	Paskin, Janet, "Financial Planning Gets Personal", SmartMoney, June 2009
		http://www.smartmoney.com/investing/stocks/Financial-Planning-Gets-Personal/, Free Paskin discusses the pros and cons of financial planners trying to dig below the surface to uncover their clients’ feelings, desires, and problems. Using comments from advisers and clients, she indicates mixed results for both parties.
Heart
	Ramirez, Andrés, and Saraoglu, Hakan , "Analytic Approach to Selecting a Nonprofit for Donation, An", Journal of Financial Planning, January 2011 (Vol. 24, No. 1)
		This is intended as tool professional advisers can use to create a short-list of options by using financial and governance criteria.
Money
	Armes, David, "Long-Term Approaches to Managing Retirement Healthcare Costs", Journal of Financial Planning, December 2009 (Vol. 22, No. 12)
		Armes explains how advisers can evaluate the various options by estimating the price of excellent insurance, and identifying which coverage options (especially catastrophic protection) are important to a given client.
	Casserly, Julie Murphy, "Understanding Your Clients Financial DNA: Help Your Clients Change How They Feel About Money", Integrative Adviser, December 2008 (Vol. 1, No. 4)
		http://www.aiflp.org/pdfs/IntegrativeAdviserNo0104.pdf Casserly discusses specific issues and techniques dealing with clients' emotional responses to money and finances.
	Lampert, Amy, "How Non-Financial Advisors Can Participate in and Improve Financial Planning", Integrative Adviser, December 2009 (Vol. 2, No. 4)
		http://www.aiflp.org/pdfs/IntegrativeAdviserNo0204.pdf Lampert reviews how life coaches can supplement and improve the financial planning process.
	Leimberg, Stephan R., et al, "Life Settlements: Know When to Hold and Know When to Fold (A Professional Advisor’s Guide to the Life Settlement Decision-Making Process)", Journal of Financial Service Professionals, 2008
		The authors offer a method for analyzing when life settlements are appropriate.
	Olson, Bryan, and Riepe, Mark W., "Improving the Adviser-Client Relation-ship, Part 1", Journal of Financial Planning, December 2009 (Vol. 22, No. 12)
		The authors' 11 recommendations apply only to financial planners, but most of them are worth pondering by any kind of adviser.
	Olson, Bryan, and Riepe, Mark W., "Improving the Adviser-Client Relation-ship, Part 2", Journal of Financial Planning, March 2010 (Vol. 23, No. 3)
		The authors offer seven additional recommendations but, more so than in Part 1, these apply mainly to financial advisors.
	Yanikoski, Charles S., "Integrated Financial Planning for People Facing Retirement", Integrative Adviser, October 2008 (Vol. 1, No. 2)
		www.aiflp.org/pdfs/IntegrativeAdviserNo0103.pdf, Free Yanikoski argues that current tools for financial planners, especially those serving older clients, are not sufficiently comprehensive, detailed, and integrated.
Structure
	Culver, Barbara A., "Legacy Process: Finding Connection, Voice, Purpose and Vision, The", Integrative Adviser, June 2011 (Vol. 4, No. 2)
		http://www.aiflp.org/pdfs/IntegrativeAdviserNo0402.pdf, Free Culver describes two kinds of legacy ('Living' legacy and 'Leaving' legacy) and a process (the 'Purposeful Planning System') for helping clients develop these in a holistic and pragmatically successful way.
Other / general / not specified
	Clarkson, Paul, et al, "Integrating Assessments of Older Peo-ple: Examining Evidence and Impact from a Randomised Controlled Trial", Age and Ageing, May 2011 (Vol. 40, No. 3)
		http://ageing.oxfordjournals.org/content/40/3/388.extract Conducting their research in England, the authors found benefits in integrating medical assessments with those from social service agencies, but they raise the question of whether these benefits are worth the additional cost.
	Cordell, David M., and Langdon, Thomas P., "Academic Research That Is Relevant to Financial Service Professionals", Journal of Financial Service Professionals, 2008
		Cordell and Langdon argue that advisors should be paying attention to academic research that relates to their field.
	Dennis, Helen, "Life Planning Movement, The: Accelerating Growth, Acceptance, and Innovation", Integrative Adviser, March 2011 (Vol. 4, No. 1)
		http://www.aiflp.org/pdfs/IntegrativeAdviserNo0401.pdf Reviews the past, present, and future of life planning, by itself and in conjunction with financial planning, in the U.S.
	Duska, Ronald F., "Who Deserves What?", Journal of Financial Service Professionals, September 2009
		Duska notes that need, equality, and merit are reasons to come to the aid of the “deserving.” But what should prevail when legitimate concerns conflict?
	Kay, Michael F., "Positioning: The Transition from Thought to Action", Integrative Adviser, June 2011 (Vol. 4, No. 2)
		http://www.aiflp.org/pdfs/IntegrativeAdviserNo0402.pdf, Free In this excerpt from The Business of Life, Kay explains how advisors can position themselves to move their practices from traditional financial planning to financial life planning, once they have decided to do so.