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."


LISTEN NOW:

About Ed: www.edwardjacobson.com

About Michael: www.thebusinessoflife.net 

Financial Planning Industry Influentials Debate Issues of the Day - Playback Available "On Demand"

What Have You Done for Me Lately? 

Redefining Your Value as an Advisor Today

On Thursday, January 20, 2011, Marie Swift held a lively Fireside Chat with industry influentials:

 
Bob Veres
Inside Information


Joel Bruckenstein, CFP®
Technology Tools for Today 

Robert Lindner, CFP®
Lindner Capital Advisors 


Michael Kay, CFP®

Financial Focus, LLC

Skip Schweiss
TD Ameritrade Trust Company


Listen to the audio version of the Fireside Chat:
http://www.audioacrobat.com/sa/WrwV88QL

Access the multi-media version of the Fireside Chat:
http://www.brighttalk.com/community/financial-planning/webcast/24289

Continue the conversation here on this blog! Post your questions, comments and observations here.

The Business Of Life - Financial Planning from the Inside Out - with Michael Kay

Michael Kay, author of the forthcoming book The Business of Life: An Inside-Out Approach to a More Successful Financial Planning Practice (AdvisorPress, December 2010) on why so few people know how to communicate when it comes to discussing their finances.