Ed Jacobson

Ed was a highly regarded financial industry executive coach, practice management and leadership consultant, speaker, trainer, and author with over 20 years of experience working with financial advisory firm owners and leaders, independent financial advisors, and life planners from new to retiring. He helped his clients break through to next level growth in their business and their life, and to truly “show up." He coached and consulted with clients on business and personal development issues including dealing with business and personal transitions, people skills, integrating a strengths-based orientation to the firm, integrating life planning approaches into a technically-minded practice, building high-functioning teams, and having difficult conversations with staff and clients.

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In addition, he designed and lead Client Appreciation Events and Staff Retreats. Ed pioneered the application of positive psychology and neuroscience to financial advisory processes. He has served as a thinking partner and trainer for many industry thought leaders. He spoke widely on behavioral science applications in financial advisory methodology, leadership, and practice management at FPA, AICPA, and other industry conferences and has authored or co-authored numerous articles published in leading finance journals.

We continue to honor his legacy by recognizing him as a Finology Fellow. He will always have a special place in our hearts. 

Ed is a highly regarded financial industry executive coach, practice management and leadership consultant, speaker, trainer, and author with over 20 years of experience working with financial advisory firm owners and leaders, independent financial advisors, and life planners from new to retiring. He helps his clients break through to next level growth in their business and their life, and to truly “show up." He coaches and consults with clients on business and personal development issues including dealing with business and personal transitions, people skills, integrating a strengths-based orientation to the firm, integrating life planning approaches into a technically-minded practice, building high-functioning teams, and having difficult conversations with staff and clients. In addition, he designs and leads Client Appreciation Events and Staff Retreats. Ed pioneered the application of positive psychology and neuroscience to financial advisory processes. He has served as a thinking partner and trainer for many industry thought leaders. He speaks widely on behavioral science applications in financial advisory methodology, leadership, and practice management at FPA, AICPA, and other industry conferences and has authored or co-authored numerous articles published in leading finance journals.

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