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The art of practicing and the art of communication in financial planning / editors, Harold Evensky, Alexandra Armstrong, Sid Mittra ; associate, Brian Fischer.
- Format:
- Book
- Language:
- English
- Subjects (All):
- Finance, Personal.
- Investments.
- Communication in accounting.
- Physical Description:
- 1 online resource (272 pages) : illustrations
- Edition:
- 1st ed.
- Place of Publication:
- New Delhi, India : SAGE Publication Inc., 2017.
- Summary:
- If you are associated with the FINANCIAL PLANNING INDUSTRY, you cannot miss this book!.
- Contents:
- Cover page
- Contents
- Prologue
- Introduction to the Book by Charles Schwab
- Part I The Art of Practicing Financial Planning
- Introduction to Part I by Bob Veres
- The Art of Practicing Financial Planning
- A Few Thoughts about Financial Planning from a Veteran Financial Planner
- Financial Planning Involves Both Science and Art
- Competency, Education, Service
- The Art of Financial Planning: The Value of Storytelling, Emotional Intelligence, and Empathy
- The Magic in the Art
- From the Other Side of the Table
- What Constitutes the Art of Practicing Financial Planning?
- The Art of Financial Planning
- The Art of Financial Planning: Trust-Responsiveness-Listening-Anticipation
- The Magic of Financial Planning
- Communication: The Art of Planning
- The Science and Art of Financial Planning
- Solving the Anomaly of the Advisory Industry: Improving the Art of Financial Planning
- What Constitutes the Art of Financial Planning: A Personal View
- Technology and the Art of Practicing Financial Planning
- The Art and Science of Financial Planning
- Sitting on the Same Side of the Table
- A Very Personal and Complex Art
- How Financial Planning Changed My Life
- What Constitutes the Art of Practicing Financial Planning
- Creating an ROL-centered Practice
- What Constitutes the Art of Practicing Financial Planning? My Personal View
- Art Succeeds Where Science Fails
- Planning from the Inside Out
- What Constitutes the Art of Practicing Financial Planning?.
- Foundation of the Art of Financial Planning
- Clients (Rightly) Change Their Minds Throughout the Process
- The Art of Retirement Income Planning
- Marketing page
- Part II The Art of Communication in Financial Planning by Carl Richards
- Introduction to Part II by Evan Simonoff
- List of Articles
- 3 Basics of a College Financial Plan
- Accepting the Uncertainty of Our Financial Life
- Beware Financial Comparisons With Others
- Beware of Investments Promoted as 'Just Like a C.D.'
- Dealing With an Investing Blind Spot
- Diversification Isn't Broken, It Just Takes a While
- Feeling Overwhelmed? Take a Deep Breath
- Filling in the Worry Groove in Your Brain
- Stop and Acknowledge How Much Luck Has to Do With Your Success
- For True Freedom, Learn to Deal With Uncertainty
- Honesty Tops Any Checklist When Looking for an Adviser
- In Soccer and Investing, Bias Is Toward Action
- Investing Against the Odds, and the Facts
- Learning How to Deal With the Haters
- Learning to Deal With the Impostor Syndrome
- Learning to Take Responsibility When Things Go Wrong
- Lessons Learned from Well-Behaved Investors
- Let Diversification Do Its Job
- Make a Plan on How to Handle Risk, Then Stick to It
- Saying No, So You Can Say Yes When It Matters
- Stranger Danger: Personal Finance Really Is Personal
- Talking Numbers With Your Children
- The Beauty of Limits
- The Case for Slow Money
- The Dual Roles of Money
- The Ever-Shifting Balance Between Resources and Dreams
- The Only Investing Pattern That Matters Is Behavioral
- The Paradox of Finding Motivation Through Fear
- The Perils of Investing in What You Know
- The Risky Sport of Bubble Spotting
- The Strange Allure of Higher Fees.
- To Get at the Root of Spending, Pay Attention
- A Retirement Plan With Less Golf but More Satisfaction
- Viewing the Glass as Half Full, but Not Too Full
- When an Expense Becomes a Wise Investment Choice
- When Feelings of Comfort Trump Spreadsheet Math
- When the Tax Tail Wags Your Investment Dog
- Why Budgeting Will Lead to More Awareness
- Your Experience in Stocks Is Probably Meaningless
- Your Most Valuable Asset Is Yourself.
- Notes:
- Description based on online resource; title from PDF title page (ebrary, viewed August 21, 2017).
- ISBN:
- 93-86446-03-0
- 93-86446-63-4
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