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The Art of Practicing and the Art of Communication in Financial Planning

 
Harold Evensky (Editor) Alexandra Armstrong (Editor) Sid Mittra (Editor)
Synopsis

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 can be used as a supplement to Practicing Financial Planning: For Professionals and CFP® Aspirants (12th Edition) published in 2016 by SAGE Publications.

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About the author

Harold Evensky

Harold Evensky is chairman of Evensky, Brown & Katz, a financial-advisory firm in coral Gables, Florida. Evensky is the author of Wealth Management: the Financial Advisor’s Guide to Investing and Managing Client Assets.

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Bibliographic information

Title The Art of Practicing and the Art of Communication in Financial Planning
Format Softcover
Date published: 26.05.2017
Edition 1st. ed.
Language: English
isbn 9789386446886
length 328p.