The Planner (Newsletter of AICPA's Personal Financial Planning Division), July-August, 2010. Ed's article, "High-Impact Client Review Meetings™: Delivering Value and Enhancing Your Trusted Advisor Status", is featured in this issue. Read it here.
Investments and Wealth Monitor, November-December, 2009. Ed's article, "Appreciative Financial Planning™: Harnessing the Power of Appreciative Inquiry for Your Advisory Practice" is featured in this Practice Management issue. Ed's article, Read the article here.
Inside Information, December, 2009. Bob Veres wrote a generous profile of Ed, highlighting his work with Appreciative Financial Planning as well as his Open Mic conversations with planners (and soon, for clients of financial planners). Bob called Ed "a consultant and an innovative force in financial planning." Read it here.
Psychology Today, May, 2009. Ed was interviewed by Karen Wright for "When Money Talks," a fine article about how our money psychology can interfere with our well-being unless we understand and address our money scripts. 'The cash-poor have as much to gain as the better-off,' says Ed Jacobson, a psychologist and business coach based in Madison, Wisconsin. Realistic budget-conscious living can have a salutary effect on how we find meaning in our culture. 'If you're operating on fewer financial assets, that doesn't mean you have to operate on fewer emotional, spiritual, interpersonal, or familial assets,' he says. 'It's a good time to take inventory, to look at what the sources of wealth and abundance in our lives really are.'" Read the entire article here.
Investment Advisor, August, 2009. Olivia Mellan interviewed me about emotional resilience for her article on advisors' adaptation to the economic downturn, "Making Lemonade." Read article here Here is part of what she wrote. "Ed Jacobson, PhD, a coach, consultant, speaker, and author of Appreciative Moments, took advantage of the financial meltdown to reappraise his public speaking and writing strategy. The focus, he decided, should be not so much on appreciative financial planning (although this approach is still viable and effective) but on coping with and healing during and after the economic firestorm. His resulting presentations on "powerful conversations," emotional resilience, and happiness in the face of adversity have been very well received.
Early in 2009, Jacobson "sensed that advisors were dazed, distressed, and wandering in the desert, seeking to regain their coordinates." In response, he created Open Mic, a weekly phone conference that allows advisors from all over the world to share their successes and their challenges, and find solutions, community, and more than an occasional laugh."
The Self Improvement Blog, August 14, 2009. Dr. Irene Conlan, creator of this popular blogsite (www.theselfimprovementblog.com) featured Appreciative Moments in today's home page. She wrote: "Now and then I am sent an absolute gem of a book and Appreciative Moments is one of them... It is a gentle book that makes a powerful impact on your response to the happenings in your day. I love this book.
Each chapter tells a story, offers some wisdom, makes you smile or laugh out loud and ends with some questions that bring the wisdom home - “up close and personal ” as they say on the news. It applies to everyday life without being preachy or pushy - gently bringing a powerful idea to you for you to savor and digest. (My favorite chapter, by the way, is on savoring. Read it and you’ll understand why I chose this delicious chapter to favor). The questions - or practices - at the end of each chapter give your mind something it can chew on all day and it’s wonderful upbeat energy feeds your soul.
In a time when many of us struggle to stay positive while being bombarded with negativity from all sides, this book is a beacon that gives insight, wisdom, and humor to help us stay balanced and upright. This is a book I will recommend to all my clients. And it is a book I recommend for you."Research magazine, January 2009 -- Ed Jacobson, Ph.D., an industry consultant and author of Appreciative Moments has this to say about building effective teams during tough times: “Staff retreats have always been a great way to promote camaraderie and help everyone feel truly important. During uncertainty, a retreat is even more important as an opportunity for people to talk about how the market turmoil has affected them, learn that their thoughts and feelings are widely shared, and dissolve the sense of isolation that people often feel.” A facilitator of retreats, Jacobson adds that, more recently, “participants have been especially grateful for the opportunity to ‘commune’ away from phones, faxes and deadlines. Invariably, they return to the office refreshed, motivated and more positive and patient in their interactions with each other and clients.” Read the article now.
Horsemouth, December 2008 -- Even in tough markets, successful advisors make time each year to review their progress, their setbacks, and yes, to count their blessings. Take your team through this informal year-end review to get their minds off the negative and refocus them for the new year. Read How to Build Team Morale With a Positive Year-End Business Review now.
Horsemouth, November 2008 -- Veteran industry writer Nicole Coulter gives a nice overview of Ed's new book in her article 10 Ways to Be More Appreciative. "Jacobson claims that a fundamental 'attitude of gratitude' makes us more alert to the positive possibilities in our lives-and actually changes the way we interact with others, causing them to see us more favorably," Coulter says. How can we experience more gratitude? Here are 10 tips from Dr. Jacobson.
Australia National Conference, Gold Coast, Queensland, November 20, 2008 -- Ed Jacobson will deliver the opening keynote address to this international gathering of the financial planning community. He'll be speaking on "The Art of the Appreciative Conversation," and inviting 1,500 people to practice that art right there. If you're in the neighborhood or know someone who is, please enroll and join the throng.
Investment Executive Magazine, October 2008 – This Canadian magazine for investment advisors gives high marks to Ed Jacobson’s new book, Appreciative Moments: Stories and Practices for Living and Working Appreciatively. Says the author: “Appreciative Moments lives up to its title. There are 35 chapters of no more than two to three pages each, each with a short lesson and specific suggestions on how to practice the concepts presented. It is this sort of a book that you might want to keep on the corner of your desk or your bedside table so that you can take advantage of its teachings in five to 10 minutes snippets just when they might be needed.” Read the entire book review now.
CPA Wealth Provider Magazine, October 2008 – In "On the Shelves", the editors of this industry trade journal say: "Appreciative Moments by Edward Jacobson shows readers how to take time to let the soul catch up, learn to listen deeply, harness the power of 'refrigerator magnet thinking', recognize who you are and when you are at your best, and generate deeply fulfilling client relationships for life." Learn more about the book now.
Investment Advisor Magazine, September 2008 -- Read Gratitude is a Great Investment by Edward A. Jacobson, Ph.D, and see how much better your life and business can be with a little practice. What a nice change for Investment News to run a more holistic article such as this one in the "Experts' Corner" that typically contains more technical articles on estate planning, tax code, retirement income distribution and the like!
FPA and Ed Jacobson Launch Online Discussion Forum, August 2008 --Appreciative Inquiry Insights, an interactive "Discussion Café” focused on applying the wisdom and tools of Appreciative Inquiry, is now open for online conversation. As Ed says in his Welcoming Message, "our forum will be a place for News You Can Use: stimulating exploration, vigorous interchange, substantive discussion and deep learning, for all of us." Read the entire message, and join the conversation, at www.FPAnet.org.
NAPFA Advisor Magazine, July 2008 -- Editor Kevin Adler previews Ed Jacobson's book, Appreciative Moments: Stories and Practices for Living and Working Appreciatively, saying it is "built upon an interesting little paradox: To accomplish more in our busy lives, start by doing less. With scores of personal anecdotes, Jacobson shows how easy it is to get off the tracks. His remedy is to slow down and to think about what you are doing and what you would like to do. Building an awareness of the gap between your actions and your intentions will help you focus more of your time and energy on what really matters to you. Each of the 34 short chapters in the book end with a section called Practice, in which Jacobson presents creative exercises to help the reader get back in balance."
Research Magazine, November 2007 -- Read A New Consultative Approach by award-winning columnist Marie Swift. In her Focus on Financial Planning column, Swift profiles Edward A. Jacobson and the Appreciative Financial Planning process he's developed.