The art of practicing and the art of communication in financial planning

Cover page ; Contents; Prologue; Introduction to the Book by Charles Schwab; Part I The Art of Practicing Financial Planning; Introduction to Part I by Bob Veres; The Art of Practicing Financial Planning; A Few Thoughts about Financial Planning from a Veteran Financial Planner; Financial Planning Involves Both Science and Art; Competency, Education, Service; The Art of Financial Planning: The Value of Storytelling, Emotional Intelligence, and Empathy; The Magic in the Art; From the Other Side of the Table; What Constitutes the Art of Practicing Financial Planning? The Art of Financial PlanningThe Art of Financial Planning: Trust-Responsiveness-Listening-Anticipation; The Magic of Financial Planning; Communication: The Art of Planning; The Science and Art of Financial Planning; The Art of Financial Planning; Solving the Anomaly of the Advisory Industry: Improving the Art of Financial Planning; What Constitutes the Art of Practicing Financial Planning?; The Art of Financial Planning; What Constitutes the Art of Financial Planning: A Personal View; Technology and the Art of Practicing Financial Planning; The Art of Practicing Financial Planning. The Art of Practicing Financial PlanningThe Art of Financial Planning; The Art and Science of Financial Planning; The Art of Financial Planning; Sitting on the Same Side of the Table; A Very Personal and Complex Art; How Financial Planning Changed My Life; What Constitutes the Art of Practicing Financial Planning; Creating an ROL-centered Practice; What Constitutes the Art of Practicing Financial Planning? My Personal View; The Art of Financial Planning; Art Succeeds Where Science Fails;