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| 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. |
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| 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. |
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| 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. |
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| 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. |
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| 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. |
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| Designations: PhD
Active in: USA, International
Available for speaking
60 W. Olsen Rd. # 3500, Thousand Oaks, CA 91360
Telephone:805-493-3980
Cell phone:805-405-4448
Fax:805-493-3312
basus@verizon.net
www.agebander.com
Professor of Finance, California Lutheran University and Helsinki School of Economics. Has created innovative and proprietary software solutions for the personal financial & investment industry. Dr. Basu's AgeBander Model for Retirement Planning is being taught in CFP programs nationwide. |
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| http://www.aiflp.org/pdfs/IntegrativeAdviserNo0104.pdf
Casserly discusses specific issues and techniques dealing with clients' emotional responses to money and finances. |
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| Active in: USA
Telephone:866-FLP-2007
info@mitchanthony.com
http://www.mitchanthony.com/MA_Tools.html
An organization, founded by Mitch Anthony, focused on educating, training and developing tools for financial advisors in a discovery process called Financial Life Planning™. |
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| Financial Planning Association
http://www.fpajournal.org/
The mission of the Journal of Financial Planning is to expand the body of knowledge of the financial planning profession. by providing monthly feature articles, interviews, columns, and peer-reviewed technical contributions. |
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| http://www.aiflp.org/pdfs/IntegrativeAdviserNo0204.pdf
Lampert reviews how life coaches can supplement and improve the financial planning process. |
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| The authors offer a method for analyzing when life settlements are appropriate. |
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| The authors' 11 recommendations apply only to financial planners, but most of them are worth pondering by any kind of adviser. |
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| The authors offer seven additional recommendations but, more so than in Part 1, these apply mainly to financial advisors. |
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| Society of Financial Services Professionals
http://www.financialpro.org/adv_mkt/journal/about.cfm
This journal covers applied research in all areas of financial planning, including retirement planning, investments, tax, health care, economics, ethics, information management, and other topics of concern to the holistic financial planner.
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| 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. |
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| http://www.applebyconsultinginc.com, $99.97 for the entire set or $19.97 each
Concise guides on IRA beneficiary options, Roth IRA distributions, portability of retirement accounts, IRA deductibility, and comparing Roth IRAs and traditional IRAs. |
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| http://www.accountabilitycoach.com/bw/index.php
Anne Bachrach's website, offering information, links, blogs, and podcasts relating to using professional accountability to improve performance and achievement of goals. Includes a 30-day on-line Goal Achievement Self-study Program. |
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| Active in: USA
885 La Jolla Corona Ct., La Jolla, CA 92037-7445
Telephone:858-456-0160
Cell phone:619-548-2260
Fax:858-456-0158
Anne@AccountabilityCoach.com
http://www.AccountabilityCoach.com
Anne Bachrach helps business people and entrepreneurs improve their productivity, profitability, and quality of life. People who are held accountable to do the work required achieve their goals! – personally and professionally. Most of her clients are Financial Advisors. |
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| Cordell and Langdon argue that advisors should be paying attention to academic research that relates to their field. |
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| 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? |