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The Business of Life
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2 of 2 people found the following review helpful
on December 4, 2010
Micheal's voice of compassion is reflected in his writing, as he tells his story, and shares his experiences in helping his clients. Michael has many gifts, one of which is helping people crystallize their vision, and breaking it down into small, achievable steps. He's helped me for many years do just that.
He is now passing that gift on to us by sharing his experience, systems and style in his book.
As advisors, we all know that there are many processes and systems out there that offer ways to improve our business, our life, and the lives of our clients. The bigger challenge is to take what we learn, and bring it back into our business and our life, and implement it sucessfully. Michael gives you a solid foundation to do just that.
Helping people become accountable for their financial life is one thing, but helping them learn that their personal life and their financial life are intertwined is another. Michael does that beautifully for his clients.
For advisors, who want to stop selling, and start advising, read Michael's book.
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2 of 2 people found the following review helpful
on November 21, 2010
A powerful book for financial advisors who long for something more ... both for their clients and themselves! Author Michael Kay is right on the money, and Bob Veres offers great insights in the Foreward. This is both an inspiring book ... and a "how-to" practical book. Michael Kay, CFP, is a wonderful storyteller!
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1 of 1 people found the following review helpful
I highly recommend this book to financial planners who are interested in providing deeper meaning to their work with their clients. Having met Michael and seen him action, I can tell that he truly believes in putting clients first. Best yet is that in this book, Michael has shared with advisors how to enhance the services that they provide their clients so that their businesses (and their lives) can be better. He shares his business model of incorporating financial life planning into the services that he provides his financial planning and investment management clients. I already am incorporating a number of his ideas and suggestions into my own financial planning practice. Thank you, Michael, for sharing your wisdom with the rest of us!

Financial Life Planning is a holistic practice that puts the clients' interests first and focuses on increasing their sense of financial well-being and life satisfaction. FLP increases clients' (and therefore their advisor's) understanding of client habits and attitudes that will facilitate client financial and life goals and support successful life transitions.
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1 of 1 people found the following review helpful
on April 27, 2011
Michael Kay has not only done something many financial advisors have only thought about, or only talk about, he has also told the rest of the world how to do it, too. If you are not already persuaded that advising should embrace more than purely financial questions, then the early chapters of The Business of Life will help focus you on why this makes sense. And if you are already persuaded, then the middle and later chapters will tell you pretty much step by step how you can revise your own practice to emulate some, if not all, of what Kay has done.

He also presents two sample cases, and follows them through the process: one couple that tunes in right away and is highly cooperative, and the other couple which stumbles and sometimes fails. This is smart and very helpful. We learn how the process should work under ideal circumstances but also in difficult ones.

Although I was already sold on the overall concept, Kay has taught me a lot about how this kind of advisory work should be conducted in real life, and I am grateful for the lessons.
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1 of 1 people found the following review helpful
on February 18, 2011
I recommend five books for any financial planner who wants to take their practice into the 21st century. Michael Kay's book is on that short list. My advice to you is not only to buy The Business of Life, but read it and then put Michael's advice into practice! You will enhance your quality of life, add sustainability and profitability to your practice, and endear yourself to your clients for life.

The other books on my short list for financial life planners that I recommend you also read are (full disclosure, one of them I co-authored):

Financial Planning: The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives
The New Financial Advisor: Strategies for Successful Family Wealth Management
Lighting the Torch: The Kinder Method(TM) of Life Planning
Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists
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1 of 1 people found the following review helpful
on March 30, 2011
On March, 9, 2011, Michael Kay, President of Financial Focus, LLC, gave a great webinar for members of the RIA Central community. He discussed how to avoid letting your business run your life, using stories from his own direct experience as a financial planning practitioner to provide an inspirational example. His advice was very well received. His new book, The Business of Life, offers sage advice for advisors who want to build a more successful practice. Michael explains in his book that some advisors would benefit from an approach that allows an understanding of clients, and a self-awareness, from the inside out. As a 35-year industry veteran myself (in publishing and communications)I nominate Michael's book as one of my Top Ten must-reads for any financial advisor or wealth manager who needs inspiration and meaningful personal examples of how to find more purpose in their practices and in their lives. Don't miss the story of Dr. and Mrs. T.
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1 of 1 people found the following review helpful
on January 21, 2011
Michael Kay's book is a wonderfully conceived and artfully written step-by-step guide to a better, more rewarding path for a financial planning practice, financial planners and their clients. If you want to have a better quality of life, work less and have happier, more satisfied clients, this book will show you how. The best part of the book is the systematic way Kay lays out how to make the change from a more traditionally oriented practice to a life planning practice that is more client-centered. It fully reflects the needs of today's potential financial planning clients, who aren't going to be satisfied with mere financial advice -- they want help figuring out their goals and dreams and need assistance in not only reaching them, but figuring out their negative behaviors around money and how those beliefs -- money scripts -- have held them back in the past.

An excellent read; I highly recommend it.

Amy E. Buttell
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1 of 1 people found the following review helpful
on January 6, 2011
If you are a Financial Planner and you want to know more about the Psychology of dealing with clients, this is the reference manual for you. Michael has written a must-read for anyone advising clients. He says it best "a Financial planner is like a perfect mattress: Not too soft and not too hard" and gives us practical examples, which take us on a guided tour of self discovery and client interaction.

The principles exposed apply to anyone in consulting or advisory roles. If you are a non-financial consultant, you can get the full value of Michael's work as he advises all of us on how to understand our own objectives and our clients' goals. Everyone who needs to deliver guidance and direction to clients can benefit from his wise, deep and practical approach.
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1 of 1 people found the following review helpful
on February 2, 2011
Michael Kay eloquently writes this book with many experiences that have afforded him the ability to connect with so many clients and peers on a very special level. I started my private practice one and a half years ago and have been fortunate enough to know Michael through this process. Now that he has written a book, so many more aspiring financial life planners have access to the many fortunes that Michael has been so gracious to share in his amazing book, The Business of Life. This standard is what is most important and clients truly appreciate the expertise, insight and dedication that Michael describes in the book as essentially being mindful to the needs of others. Thank you very much Michael Kay.
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1 of 1 people found the following review helpful
on February 23, 2011
A must-read for financial planners and staff who really want to take their practice to the next level! Many in the industry say that if we want to be taken seriously we need to develop into a profession (like doctors, attorneys and accountants). The Life Plan¬ning process that author Michael Kay outlines in The Business of Life will definitely elevate our industry into a profession. I would also recommend that students gradu¬ating from financial planning undergraduate programs read this book. It will help provide them with the communication and listening skills many graduates lack.
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