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The Art of Practicing and the Art of Communication in Financial Planning is a rare collection of 80 essays on what constitutes the art of practicing financial planning and the art of communication in financial planning. The contributors represent the best brains in the financial planning profession. The insightful articles will help planners to effectively use their technical skills toward ensuring their clients’ financial success and well-being. The book ...
The best investment practitioners, the ones who get results, rely not just on their instincts and experience but on the insights of the trailblazers in their field – the people who interpret, challenge, and even devise the strategies and tools that shape investment management. But when you-re in the trenches – serving clients and running a business – the voices at the front can have trouble getting through, and you may sometimes wonder if your methods are ...