Ed coaches and consults with clients on business and personal development issues including dealing with business and personal transitions, the people side of success planning, integrating a strengths-based orientation throughout the firm, bringing life planning approaches into a technically-minded practice, building high-functioning teams, and having difficult conversations with staff and clients. In addition, he customizes and conducts Client Appreciation Events and Staff Retreats for financial planning and advisory firms.
Ed has pioneered the application of positive psychology and neuroscience to the financial planning and advising process, client engagement, professional and personal development, and successful practice management. He has introduced Positive Financial Planning™, Power Tools for Professionals™, and Mindful Listening for Professionals™ frameworks, all of which have been enthusiastically embraced. He is a long-time Trainer and Mentor for the Kinder Institute of Life Planning, and collaborates with the Sudden Money Institute, Money Quotient, and the Garrett Planning Network.
Ed speaks widely on behavioral science applications in financial advisory methodology, leadership, and practice management at FPA, AICPA, and other industry conferences and has authored or co-authored numerous articles published in leading finance journals.
Ed works with a limited number of clients each year. If you’d like to talk with Ed about your business goals and aspirations, please use the box on this page to schedule a complimentary 20-minute Get Acquainted Call.
- PhD in Clinical Psychology from Indiana University.
- MBA from the Wharton School at the University of Pennsylvania.
- Author of Appreciative Moments: Stories and Practices for Living and Working Appreciatively, widely read and enjoyed by planners.
- Before starting his own business, Ed was a:
- Consultant with KPMG's Executive Compensation Practice with a focus on change management, and
- Psychology professor at San Diego State University.