Ed coached and consulted 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 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 introduced Positive Financial Planning™, Power Tools for Professionals™, and Mindful Listening for Professionals™ frameworks, all of which have been enthusiastically embraced. He was a long-time Trainer and Mentor for the Kinder Institute of Life Planning, and collaborated with the Sudden Money Institute, Money Quotient, and the Garrett Planning Network.
Ed spoke widely on behavioral science applications in financial advisory methodology, leadership, and practice management at FPA, AICPA, and other industry conferences and authored or co-authored numerous articles published in leading finance journals.
Ed's seminal work, Appreciative Moments: Practices for Living and Working Appreciatively can be purchased on Amazon.com. His book has been widely read and enjoyed by people in the financial planning industry and beyond.
- PhD in Clinical Psychology from Indiana University.
- MBA from the Wharton School at the University of Pennsylvania.
- 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.