Financial and Life Planning Resource Directory

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Advisers: Communication
Heart
	Bachrach, Bill, "People Skills: The Competitive Advantage in Today’s New Economy", Integrative Adviser, September 2009 (Vol. 2, No. 3)
		http://www.aiflp.org/pdfs/IntegrativeAdviserNo0203.pdf, Free Bachrach explains why and how advisors can hone their people skills, in order to be more successful for themselves and their clients.
Money
	Bennett, Bob, "Humble Money Experts Are the Best Money Experts", Integrative Adviser, September 2009 (Vol. 2, No. 3)
		http://www.aiflp.org/pdfs/IntegrativeAdviserNo0203.pdf, Free Bennett argues that we would all be better off if financial writers and advisors would admit their errors and then fix them, rather than try to maintain their creditibilty of ignoring or denying them.
	Dubofsky, David, and Sussman, Lyle, "Bonding Continuum in Financial Planner-Client Relationships, The", Journal of Financial Planning, October 2010 (Vol. 23, No. 10)
		Basing their observations on a survey of financial planners, the authors describe the characteristics of advisers who bond strongly vs. weakly with their clients.
	Liebman, Jeffrey B., and Lutt, Erzo F.P., Would People Behave Differently If They Better Understood Social Security? Evidence from a Field Experiment
		National Bureau for Economic Research, August 2011, Free http://www.nber.org/papers/w17287 In their experiment, sending an informational brochure and an invitation to a web-tutorial produced a modest but statistically significant increase in delayed retirement, compared to a control group, especially among women.
	McDonald, Robert, and Rietz, Thomas, "Implications from Experimental Behavior Finance for Improving Portfolio Selection", Trends and Issues, December 2011
		http://www.tiaa-crefinstitute.org/pdf/research/trends_issues/ti_portfolio1210.pdf, Free McDonald and Rietz argue that most people do not make use of complex information when it is presented to them for making financial decisions, so information should be presented in a format that simplifies optimal choices.
Other / general / not specified
	Clement, Matthew, "Should We Talk About the Weather? The Role of Conversation and Choice in Professional Planning", Integrative Adviser, August 2008 (Vol. 1, No. 2)
		http://www.aiflp.org/pdfs/IntegrativeAdviserNo0102.pdf This article illuminates issues of communication where client/adviser, client/planner, and client/coach relationships have a common bond, and a common challenge
	Forgas, Joseph P., "Affective Influences on Self-disclosure: Mood Effects on the Intimacy and Reciprocity of Disclosing Personal Information", Journal of Personality and Social Psychology, March 2011 (Vol. 100, No. 3)
		http://psycnet.apa.org/journals/psp/100/3/ Forgas reports that people in a good mood are more likely to open up, while those in a bad mood tend to disclose information only to the extent that their conversational partners do so.
	Katen, Greagory W. and Michael W., "Impact of Aging on Retirement Income Decision Making, The", Journal of Financial Planning, June 2011 (Vol. 24, No. 6)
		The Kastens argue that high risk aversion in pre-retirees and retirees is linked to declines in cognitive abilities, and that new ways of discussing and presenting information, as well as a true fiduciary relationship, are needed in serving this age group.
	Van Zutphen, Neal, "Visual Aid for Successful Financial Planning, A: The Happiness Risk / Reward Pyramid", Journal of Financial Planning, January 2010 (Vol. 23, No. 1)
		Van Zutphen combines the work of Abraham Maslow and Elizabeth Kübler-Ross with ideas from Changing for Good by Prochaska, Norcross and DiClemente, to create a visual aid that can help planners unite financial concerns with deeper issues.
	Walker, Lewis J., "Conversations and Social Networking", Journal of Financial Planning, June 2010 (Vol. 23, No. 6)
		Walker encourages the use of social media and other modes of conversation to ex-change ideas that go beyond the num-bers