A Client-Centered approach to Financial Planning Practice built by Research for PractitionersThe second in the CFP Board Center for Financial Planning Series, Client Psychology explores the biases, behaviors, and perceptions that impact client decision-making and overall financial well-being.This book, written for practitioners, researchers, and educators, outlines the theory behind many of these areas while also explicitly stating how these relate...

The official guide for exam success and career excellenceFinancial Planning Competency Handbook, Second Edition is the essential reference for those at any stage of certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely new section devoted to the interdisciplinary natu...

Get Your Piece of the Hottest Business Online Today!Affiliate marketing is your route to earning some serious bucks. Thousands of companies both large and small like Amazon, Sears, Best Buy, Overstock, Lowe's, Priceline, and others have programs so you can profit from the thousands of products they offer.Affiliate marketing is ideal for bloggers looking to monetize their work. This is a multibillion-dollar market, and there are over 10 million people involv...

With The Money and Spirit Workshop, wealth advisors Brent Kessel and Spencer Sherman offer an immersive home-study course for using spiritual wisdom to create financial security and prosperity. In this session excerpted from the full program, they introduce you to one of the eight financial archetypes—part of their practical approach for transforming and enhancing your relationship with money.Financial Archetypes: The GuardianBeing alert and carefu...

With The Money and Spirit Workshop, wealth advisors Brent Kessel and Spencer Sherman offer an immersive home-study course for using spiritual wisdom to create financial security and prosperity. In this session excerpted from the full program, they introduce you to one of the eight financial archetypes—part of their practical approach for transforming and enhancing your relationship with money.Financial Archetypes: The Pleasure SeekerWhat good is ha...

Unlock Your Business Potential: Create, Grow, and Transfer a High-Value Enterprise Aligned to Your Personal Ambitions for Continued Relevance and Successful Ownership Transition.The Hybrid Solution provides a compelling strategy for entrepreneurs who seek to build, sustain, and ultimately transition their business with a maximum return on investment. It emphasizes the importance of a comprehensive plan that merges both business and personal objectives, for...

A comprehensive, compassionate guide for navigating end-of-life financial decisions for an aging parent or other loved one—from an award-winning journalist who is also a Certified Financial PlannerHave you just gotten the dreaded phone call—a parent or loved one has taken a turn for the worse and suddenly the burden is on you to manage their affairs? Or are you simply hoping to navigate complex financial conversations with your aging mother or father well in advanc...

When the dust settles, there will be two kinds of financial advisors: those who leveraged their business into multi-generational wealth, and those who spend the rest of their careers wishing they had.In Unlocking Massive Value, renowned financial advisors Micah Shilanski, CFP®, and Matthew Jarvis, CFP®, reveal how they transformed their 7-figure practices into 8-figure liquidity events while continuing to deliver exceptional value to their clients, teams, ...

Wealth advisors and spiritual practitioners Spencer Sherman and Brent Kessel take us on a journey to discover what they call radical sufficiency. When we learn to approach our lives with a genuine sense of “enoughness,” we begin to naturally appreciate who and what we are, and are freed from the fear and disappointment which have driven our lives previously.Sounds True Pearls bring you inspirational and insightful downloadable audio sessions selected from our most popular courses. ...

Financial Security . Is it a guaranteed route to leaving the nine to five forever? A sure fire escape from the mundane to the sublime? Mai Tai's by the pool at your tropical seaside villa?The short and honest answer : Maybe. That kind of enormous financial success depends on three things:1*. Economic conditions*Your ability and knowledge to take advantage of those conditions at the right moment.the...

Keeping your job is job one.In recent years, the FairTax has gained a lot of attention, but for the vast majority of Americans, there's a sense that there's still too little unbiased information on which to make an informed decision. 'The Pocket Idiot's Guide™ to the FairTax', seeks to change that. in this book, readers get answers to all of the questions they have about the FairTax, including:- What it is, how its calculated, and who pays what- Comparisons with oth...

Many people retire every year with a lot of money but very few enjoy financial peace of mind. That's because financial peace of mind is so much more than just financial. For some retirees, a bad day in the markets can make them feel anxious. Others use their wealth to manipulate family and then wonder why they are all alone. Then there are those who wonder why their retirement feels so unfulfilling, like they are living the same boring day over and over again. Are you retired or preparing ...