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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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| U.S. Dept. of Health & Human Services Substance Abuse and Mental Health Services Administration, 2010, Free
http://download.ncadi.samhsa.gov/ken/pdf/SMA10-4515/toolkitoverview_final.pdf
A handbook containing resources to help staff in senior living communities promote mental health and prevent suicide among their residents. |
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| ASTD Press, 2008, $29.95
http://www.amazon.com/Adult-Learning-Basics-ASTD-Training/dp/1562865331/ref=sr_1_13?ie=UTF8&s=books&qid=1277756164&sr=1-13#noop
This is a good book for people who want a background in learning theory, and in how it applies in particular to workplace learning, though other topics are also covered. |
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| http://www.guidedautobiography.com/training/
Offers a series of ten online instructional sessions to enable advisers to become “guided autobiography” instructors. |
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| Wiley, 2002, $36.95
http://www.amazon.com/PricewaterhouseCoopers-Guide-Charitable-Giving-LLP/dp/0471235032/ref=sr_1_1?ie=UTF8&s=books&qid=1274883501&sr=1-1
This reference book deals with the tax and accounting technicalities of different charitable giving methods. |
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| This is intended as tool professional advisers can use to create a short-list of options by using financial and governance criteria. |
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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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| 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. |
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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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| 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. |
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| http://www.AIFLP.org/AIFLP-LPN_Integrative_Advising_Model.htm, Free
Provides instructions and tools for establishing collaborations among professional advisers to deliver integrative (or holistic) planning to clients. |
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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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| 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. |
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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? |
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| AdvisorPress, 2010, $34.95
http://www.amazon.com/Business-Life-Michael-F-Kay/dp/1603530215/ref=sr_1_1?ie=UTF8&qid=1301762277&sr=8-1
An excellent step-by-step guide to building a Financial Life Planning practice. |
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| 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. |