February 11, 2009
New Model Adviser / Citywire UK

Kinder: Life Planning Can Increase Exit Value by Five Times
By MaryRose Fison

December 02  2010
Financial Advisor Magazine

Retreating To Move Forward
By Mary Rowland

November 12  2010
New Model Adviser® Edition - Citywire

How to engage more effectively with consumers
By Nick Cann

September 2009
Financial Planning Magazine

Scripts from the Past
By Bob Veres

October 21, 2009
CityWire | New Model Adviser

Life Planning Special: Creative Thinkers
By Maryrose Fison

October 2009
Journal of Financial Planning

The Fiduciary Bombshell
by Lewis J. Walker, CFP®, CIMC®, CRC®

September 2009
Journal of Financial Planning

The Changing Role of the Financial Planner Part 1: From Financial Analytics to Coaching and Life Planning
by David Dubofsky, Ph.D., CFA, and Lyle Sussman, Ph.D.

The Changing Role of the Financial Planner Part II: Prescriptions for Coaching and Life Planning
by Lyle Sussman, Ph.D., and David Dubofsky, Ph.D., CFA

February 2009
IFA Life / London

International Life Planning Conference
By Phil Calvert

January 22, 2009
Morningstar Advisor

One View on the Future of Financial Planning
by David J. Drucker

November 2008
Financial Advisor magazine

“Getting Very Personal”
by Mary Rowland

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