November 13
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It is with a heavy heart that we recognize and honor Finology Fellow, Ed Jacobson. Ed's development of Appreciative Inquiry brilliantly connects money and the human experience. His work has forever impacted the Financial Planning profession and is essential to Finology.
Though we regret not gathering Ed’s wisdom in the form of a WIF? Podcast, we are working with his wife, Jody, to continue his legacy. Ed’s work is fundamental to the body of knowledge of Finology.
As we explore the work, we intend to continue to develop Ed's Finological contributions. His insight, bottomless support of others, and heartfelt hugs will forever be missed.
Losing one of our own has a way of highlighting the connections we have and the importance of our collective work.
Let's continue the conversation.
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Let’s talk about this week’s quote that came from an unexpected source in our marketing/business development world.Explore | Educate | EvolveOur friend, Dennis Yu posted this from his mentor. We think it’s some good business advice that is worth thinking about a little deeper. Inspiration can come from anywhere so try not to judge the source
Read MoreTranscription: E03 – Rick KahlerSpeaker 1: What Is Finology? Here we explore our personal relationships with money, money’s nature, and how we exchange value in daily life. Grounding ourselves in the liberal arts, we explore financial planning 3.0 from the inside out, addressing money as the most powerful and pervasive secular force on the planet.
Read MorePodcast Commentary by David Bowman In exploring and relating Pullen’s discussion with Interior Finologist, Natalie Wagner, to the work of Dick Wagner on Finology and Integral Finance, David references Dick Wagner’s Dec. 2001 article in Financial Advisor Magazine, “The Power of Integral Finance.” We encourage reading the article here for a deeper context. In this
Read MoreThis is written by our Fellow Don St. Clair. To read the first part click here. In many ways, ours is a borrowed profession. I remember taking career aptitude tests in college. The results were always the same: CPA, stockbroker; financial planner. Regardless of mood or my state of mind at the time: stressed, tired, hungover
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