Book Review of "The Business of Life: An “Inside-Out” Approach to Building a More Successful Financial Planning Practice"

Journal of Financial Therapy

article

Danford, Dan¹ 

[1] Kansas State University

关键词: Financial Therapy;    Kay;   

DOI  :  10.4148/jft.v2i1.1336

学科分类：社会科学、人文和艺术（综合）

来源: New Prairie Press

【 摘 要 】

Kay, Michael (2011). The Business of Life: An “Inside-Out” Approach to Building a More Successful Financial Planning Practice. Sunnyvale, CA: AdvisorPress. ISBN: 978-1603530217. Although the book is written to ultimately help consumers, financial advisors and therapists can learn how Kay examines values, goals, dreams, and priorities to create an ideal practice. Kay makes a strong case for the kind of in-depth relationships that combine life and financial planning, something termed Financial Life Planning. FLP is not a new idea, necessarily, but this book provides a step-by-step practice framework for those interested in adopting it. The book is a welcome addition to the financial therapist’s planning tools and techniques workbench.

【 授权许可】

CC BY-NC