3433-vol. 6 issue 2-3.pmd - iarfc

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22 Journal of Personal Finance over time. Therefore, this kind of planning on a constantly deeper, richer, and on-going basis is mandatory to do the work that innovative advisors are committed to on behalf of their clients. Adopting Financial Life Planning tools and processes can help to make that goal a reality. By starting today, advisors can be an “early adopter” and offer services differentiated from perhaps over 90% of the competitors. By incorporating a Financial Life Planning approach, advisors can help their clients enrich their lives now and in retirement as well as enrich the planner-client relationship. “Whatever you can do, or dream you can do, begin it. Boldness has genius, power, and magic in it. Begin it now.” Johann Wolfgang von Goethe. ©2008, IARFC All rights of reproduction in any form reserved.
Volume 6, Issue 2 & 3 23 References Anthes, W. L. & Lee, S. A. (2001, June). Experts examine emerging concept of ‘life planning.’ Journal of Financial Planning, 14, Retrieved August 10, 2007 from http://www.fpanet.org/journal/articles/2001_Issues/jfp0601- art11.cfm. Hutchinson, I. (n.d.) Lifestyle planning becomes the core <strong>issue</strong> for financial planners. Retrieved August 10, 2007 from http:// www.lifebydesign.com.au/media/releases/keith-peel.html Koco, Linda (2005, October 24). Capture the boomer zeitgeist. National Underwriter Life and Health Newsletter, http:// www.lifeandhealthinsurancenews.com/cms/NULH/Weekly%20Issues/ Issues/2005/40/Advising%20Boomers/ L40boomerlk?searchfor=capture%20the%20boomer Money Quotient® Financial Life Planning, Life at the Center. Retrieved September 3, 2007 www.moneyquotient.org National Endowment for Financial Education (2001). Practical applications of life and retirement planning to financial planning. Retrieved August 10, 2007 from http://www.nefe.org/pages/innovative.html Sharpe, D. L., Anderson, C., White, A., Galvan, S. & Siesta, M. (2007). Specific elements of communication that affect trust and commitment in the financial planning process. Financial Counseling and Planning, 18(1), 2-17. Sobel, A. (n.d.) Building client loyalty. Retrieved August 10, 2007 from http:// www.andrewsobel.com/index.html Veres, B. (2006/2007, December/January). The future we have now. Inside Information, Mars Hill , NC. Practice Management Contact Information: David I. Leo, Performance Coach, Founder, Street Smart Research Group LLC, 201 East 21st Street Suite 20C, New York, New York 10010; Phone: 212-598-4229; E-mail: davidileo@earthlink.net
Page 1 and 2: Journal of Personal Finance Tools,
Page 3 and 4: Volume 6, Issue 2 & 3 3 RESEARCH &
Page 5 and 6: Volume 6, Issue 2 & 3 5 A Bull Call
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Page 31 and 32: Volume 6, Issue 2 & 3 31 TEN HEALTH
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Page 65 and 66: Volume 6, Issue 2 & 3 65 ENTER YOUR
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Volume 6, Issue 2 & 3 115 Hypothesi
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Volume 6, Issue 2 & 3 117 defined a
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Volume 6, Issue 2 & 3 125 Conclusio
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Volume 6, Issue 2 & 3 127 Fama, E.
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Volume 6, Issue 2 & 3 129 • Marke
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Volume 6, Issue 2 & 3 131 Advertise
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