Monday, March 21, 2011

Open Mic Conversation with Ed Jacobson and Michael Kay - Life Planning Realities

Ed Jacobson and Michael Kay had a nice conversation in February 2011. In his monthly Open Mic call, Ed and asked Michael about his new book The Business of Life: An Inside-Out Approach to Building a More Successful Financial Planning Business.

"I was especially impressed by the book's practicality," said Jacobson. "Michael actually talks about what he does with clients. And I am moved by his personal journey from financial professional to financial planner to financial life planner. This book is one of the few that does it all."

In this 50 minute recorded conversation, Ed asks Michael about his professional and personal journey to becoming an "FLP," elicits some case examples, and asks his advice for others who are wondering how to put a toe in the water of this financial life planning "thing."

About Ed:

About Michael: