Edward A. Jacobson, Ph.D. - Keynote Speaker, Workshop Leader, Skilled Coach and Consultant Master teacher of Appreciative Inquiry & Appreciative Fin. Planning. Madison, WI.

<body> Edward A. Jacobson, Ph.D., Madison,WI<p> Financial planners often work with clients around highly-charged money issues, helping them to identify their most meaningful aspirations and guiding them on the path towards achieving these dreams. This “up close and personal” work requires skills and approaches which typically haven’t been part of the planner’s education, training or professional development. Consequently, planners often feel ill-equipped to meet these challenges. Financial planners can greatly benefit from the insights, approach, and methods of “appreciative inquiry" (or AI). AI is a positive, strengths-based approach to personal and organizational change that has enjoyed phenomenal growth and widespread application in the past two decades. Originally developed at Case Western Reserve University, AI shifts people’s attention away from problems as the motivation for change, and focuses it on capacities, success experiences, potential, vision, images of possibility, and innovation. Financial planners who have been introduced to AI have recognized its direct, immediate applicability to their work, and have responded enthusiastically to AI’s ability to help them: Rapidly obtain deeper and more meaningful interview information Establish close and enduring client-planner partnerships Create compelling, positive visions of the client’s future, which become the centerpiece of the financial plan Increase clients’ (and their own) motivation to work towards achieving dreams Help clients rebound and learn from mistakes during implementation Edward Jacobson, Ph.D., is a psychologist, business coach, consultant and public speaker based in Madison, Wisconsin. Ed works with individuals and organizations to help them to identify, plan for and achieve “important goals that truly matter.” Ed focuses his practice on serving the financial planning community; he believes that planners make a profound difference in the lives of their clients and the wider community, and he enjoys contributing to this “Heart’s Core” work. His work in recent years has increasingly focused on the use of “appreciative inquiry” (AI) processes. Ed has introduced his application of AI to financial planning, calling this approach “appreciative financial planning (AFP).” Appreciative Financial Planning involves the use of appreciative questions, conversations, and relationships – those that highlight and build upon the positive forces and strengths within and outside us -- to inspire financial planning clients to create and achieve a fulfilling and rewarding "life well-lived." In addition to his own coaching, consulting, training and public speaking, Ed serves the Kinder Institute of Life Planning as a mentor and trainer for financial life planners, and collaborates with Money Quotient, Garrett Planning Network, and Sudden Money Institute on a wide variety of initiatives, including webinars, workshops, and training sessions. Also, he coaches and consults with financial planning practices on various business and personal development issues including integrating an appreciative orientation throughout the firm, and transitioning to a financial life planning model. Ed received a doctorate in clinical psychology from Indiana University and an M.B.A. from The Wharton School. For the last 25 years he has worked as a consultant, coach, and trainer, including 11 years with KPMG Peat Marwick in Chicago. Ed is currently preparing two books: one, “Appreciative Moments: Stories and Practices for Living and Working Appreciatively,” is due out in Fall, 2007; the other, "The Handy Book of Appreciative Questions for Financial Advisors," will be published later this year. He writes a weekly e-column, "This Appreciative Moment©”, which he sends out to more than 400 financial planners. Financial planners can greatly benefit from the insights, approach, and methods of “appreciative inquiry" (or AI). AI is a positive, strengths-based approach to personal and organizational change that has enjoyed phenomenal growth and widespread application in the past two decades. Originally developed at Case Western Reserve University, AI shifts people’s attention away from problems as the motivation for change, and focuses it on capacities, success experiences, potential, vision, images of possibility, and innovation. Financial planners who have been introduced to AI have recognized its direct, immediate applicability to their work, and have responded enthusiastically to AI’s ability to help them: • Rapidly obtain deeper and more meaningful interview information • Establish close and enduring client-planner partnerships • Create compelling, positive visions of the client’s future, which become the centerpiece of the financial plan • Increase clients’ (and their own) motivation to work towards achieving dreams • Help clients rebound and learn from mistakes during implementation Edward Jacobson, Ph.D., is a psychologist, business coach, consultant and public speaker based in Madison, Wisconsin. Ed works with individuals and organizations to help them to identify, plan for and achieve “important goals that truly matter.” Ed focuses his practice on serving the financial planning community; he believes that planners make a profound difference in the lives of their clients and the wider community, and he enjoys contributing to this “Heart’s Core” work. His work in recent years has increasingly focused on the use of “appreciative inquiry” (AI) processes. Ed has introduced his application of AI to financial planning, calling this approach “appreciative financial planning (AFP).” Appreciative Financial Planning involves the use of appreciative questions, conversations, and relationships – those that highlight and build upon the positive forces and strengths within and outside us -- to inspire financial planning clients to create and achieve a fulfilling and rewarding "life well-lived." In addition to his own coaching, consulting, training and public speaking, Ed serves the Kinder Institute of Life Planning as a mentor and trainer for financial life planners, and collaborates with Money Quotient, Garrett Planning Network, and Sudden Money Institute on a wide variety of initiatives, including webinars, workshops, and training sessions. Also, he coaches and consults with financial planning practices on various business and personal development issues including integrating an appreciative orientation throughout the firm, and transitioning to a financial life planning model. Ed received a doctorate in clinical psychology from Indiana University and an M.B.A. from The Wharton School. For the last 25 years he has worked as a consultant, coach, and trainer, including 11 years with KPMG Peat Marwick in Chicago. Ed is currently preparing two books: one, “Appreciative Moments: Stories and Practices for Living and Working Appreciatively,” is due out in Fall, 2007; the other, "The Handy Book of Appreciative Questions for Financial Advisors," will be published later this year. He writes a weekly e-column, "This Appreciative Moment©”, which he sends out to more than 400 financial planners. <table> <a href="whatwedo.asp?SPID=69506&OrgID=2216">About Ed</a> <a href="whatwedo.asp?SPID=69795&OrgID=2216">Free Stuff</a> <a href="whatwedo.asp?SPID=70975&OrgID=2216">Ed's Store</a> <a href="whatwedo.asp?SPID=75165&OrgID=2216">NEWS!</a> <a href="whatwedo.asp?SPID=74098&OrgID=2216">Rave Reviews</a> <a href="whatwedo.asp?SPID=69800&OrgID=2216">Ed's Services</a> <a href="whatwedo.asp?SPID=69508&OrgID=2216">Events With Ed</a> <a href="contactus3.asp?SPID=69806&OrgID=2216">Contact Ed</a> <a href="home2_new.asp?SPID=70964&OrgID=2216">Home</a> <a href="whatwedo.asp?SPID=79460&OrgID=2216">Ed's New Book!</a> </table> </body>