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Personal Coaching for Financial Advisors Paperback – March 31, 1999

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Editorial Reviews


Ed Morrow, CPU, ChFC, CFP, has done it again. He seems to take on tasks too cumbersome or timely for others and surprises all! After compiling an extensive list of associations and designations in the financial industry, he now has researched another well-needed list. His new accomplishment is Personal Coaching for Financial Advisors, a 46-page paperback for retail of $14.00 and $5.00 for shipping and handling. It includes, twenty-six profiles on coaching organizations, two self-evaluations, response form and an index of these companies complete with e-mail and website addresses.

Current with new waves of interest, Morrow focuses on the topic of coaching - business and personal. Prior to this, the strain of interest was to be a consultant. Nowadays many are calling themselves coaches differing from the on-on-one personal spiritual coach to the corporate-setting coach. Each of these extremes is well described in the book. To determine the experience-level and credential of a coach, Morrow has described the schooling and designation needed to obtain a PCC and MCC. (Professional Certified Coach and the Master Certified Coach) Each section is particularly detailed to show each profile's perspective on coaching. Morrow makes his descriptions vary from the personal aspects form testimonies to the explicit facts.

According to Morrow, like a sports coach, the business coach can route on, encourage, push, motivate, discipline and befriend. However, a basketball coach ends his or her commitment when the practice, game or season is over. With many coaches featured in the book, coaching sessions end when the client wants them to end. Furthermore, it was interesting to note that many clients grew a friendship with the coach that was closer than any other relationship in their lives.

What was fascinating was the addition of two self-tests for the reader to recognize his or her need for a coach. Anyone preparing to take the advice of others should take these tests. Shouldn't we all be open, honest, flexible and teachable? How else do we learn?

Much energy in research and time went into this piece of information. No doubt, Morrow spent numerous hours interviewing coaches to find the most appealing information to report. There may be books out on coaching, but where else can you find a comparative, detailed study on different coaching companies? The Personal Coaching for Financial Advisors provides the financial planner not only a phone book to look up possible agents, but a directory and research tool. -- Carolyn Hersman

About the Author

As the recent author of The Complete Millennium Preparation Guide that is listed here on Amazon, Ed Morrow has already published another book. He is President of Financial Planning Consultants. The firm provides financial counseling to a select clientele and is primarily engaged in software development, training, and consulting for financial planners. He was selected by Money Magazine as one of "the 200 leading financial planners in the United States."

Ed Morrow began his business career with Dun & Bradstreet as a financial analyst. For eight years thereafter, he served as a manager for a major life insurance company, prior to founding Financial Planning Consultants in 1969. Mr. Morrow has authored over two hundred articles and seventeen manuals on financial planning and advised hundreds of financial planning firms with various backgrounds and objectives.

He is the developer of seven computer programs that are widely used by financial advisors including the Text Library System, which contains over 5,300 pages.

Throughout his career, Mr. Morrow has spoken to many national groups such as the International Association for Financial Planning, the Institute of Certified Financial Planners, the American Society of CLU and ChFC, the Million Dollar Round Table, the College for Financial Planning, Century Companies of America, the British, Canadian, and Australian Associations of Financial Planners.

For eight years, he hosted a radio talk show on financial planning and prepared a weekly column for a local newspaper used by over seventy financial planning firms. He is a regular columnist for the Journal of Financial Planning, for Financial Services Advisor Magazine, and for the Financial Services Journal Online an internet publication.

Mr. Morrow's memberships include the Institute of Certified Financial Planners, the International Association for Financial Planning, the Million Dollar Round Table, the Financial Counseling Section of the Society of Financial Services Professionals, the Australian Association for Financial Planning, and the International Association of Registered Financial Consultants.


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Product Details

  • Paperback: 46 pages
  • Publisher: Financial Planning Consultants, Inc. (March 31, 1999)
  • ISBN-10: 1893717011
  • ISBN-13: 978-1893717015
  • Product Dimensions: 10.9 x 8.1 x 0.2 inches
  • Shipping Weight: 8.8 ounces
  • Amazon Best Sellers Rank: #11,307,939 in Books (See Top 100 in Books)

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