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MARCH 2019

Cover Story

Tough Talks: How to find success with difficult conversations and move forward productively

by Barbara Kay, LPC, RCC
Words are just the tip of the interaction iceberg. These techniques will help you navigate the murky waters of human interaction.


Journal in the Round: Uncovering Success with Clients through Enhanced Listening and Way-of-Being

March 27, 2019. 2pm Eastern. ​
The complexity of human interaction can disrupt financial planners’ client communications and/or relationships because each person communicates within a context of their individual experiences and emotions. The contributors Dr. Stephen C. Brody and Barbara Kay, will discuss listening styles and tools, the OAR (Observer, Actions, Results) principle, collaboration and problem-solving techniques, and other client communication tips to help guide financial planners through difficult client conversations, and create meaningful client relationships that gain positive results. 

Practice Management

Understanding and Improving the Way-of-Being of a Financial Life Planner​

by Stephen C. Brody, CFP®, ChFC®, RLP®, EdD.
Eliminate what you believe should be happening and allow yourself to be impacted by the client.


Time Allocations and Self-Reported Happiness of Retirees: An Exploratory Study

by by Tao Guo, Ph.D., CFP®; Yuanshan Cheng, Ph.D., CFP®; Philip Gibson, Ph.D., CFP®; and Louis J. Pantuosco, Ph.D.
Financial planners can not only ensure the appropriate use of retirement assets for their clients, but also provide guidance on how clients might plan their daily activities.



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