The Integrative Adviser ™


Archive for the ‘Announcements’

December 2009 Integrative Adviser Now Available!

January 11, 2010 By: admin Category: Announcements

The December 2009 issue of The Integrative Adviser is now available:
www.aiflp.org/pdfs/IntegrativeAdviserNo0204.pdf

Within the Journal this Quarter:

  • How Non-Financial Advisors Can Participate in and Improve Financial Planning, Amy Lampert
  • Downshifting: Its Unanticipated Consequences, and How Life Coaching and Planning Can Help, by Melita DeBellis
  • In These Turbulent Times – The Present, Still Tense, by Olivia Mellan
  • A Note on Integrative Planning Models, by Chuck Yanikoski
  • Research Notes

We look forward to your feedback!

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September 2009 Integrative Adviser Now Available!

September 07, 2009 By: admin Category: Announcements

The September 2009 issue of The Integrative Adviser is now available:
http://www.aiflp.org/pdfs/IntegrativeAdviserNo0203.pdf

Within the Journal this Quarter:

  • Mental Budgeting: Strategies for Addressing Why People Spend, Instead of How Much, by Robert Laura, page 1
  • Humble Money Experts Are The Best Money Experts, by Rob Bennett, page 7
  • Beyond Purpose in Life, by C.S. Yanikoski, page 13
  • People Skills: The Competitive Advantage in Today’s New Economy, by Bill Bachrach, CSP, page 19
  • News of the Association, page 24
  • Research Notes, page 25

We look forward to your feedback!

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June 2009 Integrative Adviser Now Available!

June 10, 2009 By: admin Category: Announcements

The June 2009 issue of The Integrative Adviser is now available:
http://www.aiflp.org/pdfs/IntegrativeAdviserNo0202.pdf

Within the Journal this Quarter:

  • How Much Is Enough?,by Arun Abey, page 1
  • Purposeful Listening, by Gail Liebhaber, page 7
  • So You Want to Be A Coach: A Simple Guide to Creating a Great Coaching Experience for You, Your Clients, and Colleagues, by Stan Hustad, page 13
  • 8 Ideas For Getting Things Done…The Right Way, by Anne M. Bachrach, page 18
  • Research Notes, page 21

We look forward to your feedback!

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Our Mission

June 01, 2009 By: admin Category: Announcements

We aim to provide a voice and a forum for professionals who believe that planning should, to the extent possible, embrace the whole person.  We do not offer a particular theory or method of doing this.  Rather, we wish to embrace all honest attmpts at “integrative” or “holistic” planning, so that professional planners and individuals in need of help can find the processes and resources that work best for them.  We also wish to promote awareness of the need for such planning, encouraging professionals to provide it and consumers to demand it.

Toward these aims, we welcome all who have a contribution to make, or wish to keep abreast of what is happening in this wide-open filed.  We welcome financial and non-financial planners of all kinds; strategic thinkers and marketers from the financial and other industries who are trying to determine how to serve their clientele; scholars and writers who are developing or promoting new ideas; consultants, trainers, software developers, and others who provide products and services that support integrative planning; and all others who have an interest in our mission.

This website is designed to support communication among members of these groups, on topics related to integrative planning.  For additional resources and information, you may visit the site of our sponsoring organization, the Association for Integrative Financial and Life Planning, at www.AIFLP.org.

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About Our Sponsor: AIFLP ™

June 01, 2009 By: admin Category: Announcements

The Association for Integrative Financial and Life Planning is comprised of individuals who share a vision of a better kind of planning that encompasses both financial and non-financial issues in an integrated way.

AIFLP was conceived in 2007 when a group of financial planners, life planners, academics, writers, trainers, financial product providers, software developers, and other interested parties, agreed on the need to advocate for more integrative (holistic) planning models and practices.  We are organized as an informal association, with no membership fees currently in effect.  You can join our discussion and distribution list by clicking the “Become a Member” menu item on the website you are now viewing, or by completing the Contact form on the AIFLP website.

AIFLP has been instrumental in creating an on-line Resource Directory that helps you find articles, books, websites, products, services, people, and organizations that relate to integrative planning.  We are working to expand its content on a regular basis.

We publish a quarterly journal called The Integrative Adviser, which is available without charge.

And in May 2009 we launched The Integrative Adviser website, a forum for professionals engaged in or interested in integrative planning.

 

Association for Integrative Financial and Life Planning

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