Facilitating Financial Health: Tools for Financial Planners,

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Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists (Books24x7. Financepro)

This new guide presents a new model for helping clients achieve balanced and healthy financial lives- called integrated financial planning. It combines the interior, emotional aspects of finance with exterior financial knowledge and provides the advisor with an expanded set of tools for working with clients to create and maintain financial health. Facilitating Financial Health integrates the fields of psychotherapy, coaching, and financial planning, equipping financial professionals with techniques to enhance their effectiveness by working with both the exterior and interior aspects of a client s financial health. Integrated financial planning encourages you to think beyond the traditional boundaries of your practice and to serve clients far more effectively.Includes a "Decision Tree" with guidelines for deciding when it is appropriate for planners to work with client's interior issues themselves and when it is appropriate to refer clients to or partner with coaches or therapists.

Country	USA
Binding	Kindle Edition
Edition	1st
EISBN	9781938130038
Format	Kindle eBook
Label	The National Underwriter Company
Manufacturer	The National Underwriter Company
NumberOfPages	320
PublicationDate	2012-03-14
Publisher	The National Underwriter Company
ReleaseDate	2012-03-14
Studio	The National Underwriter Company

Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists (Books24x7. Financepro)