Financial and Life Planning Resource Directory

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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