Financial and Life Planning Resource Directory

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Advisers
Advisers: Planning Orientation
Advisers: Client selection And management
	Huhges, 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
	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.
	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.
	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
	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
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
	Advising Seniors about Their Money: Who Is Qualified – and Who Is Not? (U.S. Senate Special Committee on Aging), September 5, 2007
		http://frwebgate.access.gpo.gov/cgi-bin/getdoc.cgi?dbname=110_senate_hearings&docid=f:40538.wais.pdf, Free Statements and comments from the political and financial planning realms on how financial advice is provided to older consumers.
	American Association for Geriatric Psychology
		Active in: USA 7910 Woodmont Ave., Suite 1050, Bethesda, MD 20814-3004 Telephone:301-654-7850 Fax:301-654-4137 main@aagponline.org http://www.aagpgpa.org/ Information and resources to help physicians improve the quality of life for older people with mental disorders.
	American Geriatrics Society
		Active in: USA The Empire State Building, 350 Fifth Avenue, Suite 801, New York, NY 10118 Telephone:212-308-1414 Fax:212-832-8646 info@americangeriatrics.org http://www.americangeriatrics.org/ A not-for-profit organization of over 6,700 health professionals devoted to improving the health, independence and quality of life of all older people.
	Gero Nurse Online
		http://www.geronurseonline.org/ The official geriatric nursing Web site of the American Nurses Association (ANA), developed through the Nurse Competence in Aging initiative, to provide information regarding nursing care of older adults.
	Gerontological Society of America
		Active in: USA 1220 L Street NW, Suite 901, Washington, DC 20005 Telephone:202-842-1275 Fax:202-842-1150 http://www.geron.org/ A professional society to promote scientific study of aging in both the biomedical and behavioral/social sciences.
	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., "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.