Financial Therapy, Kay
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.
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Danford, D. (2011). Book Review of "The Business of Life: An “Inside-Out” Approach to Building a More Successful Financial Planning Practice". Journal of Financial Therapy, 2 (1) 2. http://dx.doi.org/10.4148/jft.v2i1.1336