Dr Edward A. Jacobson
Speaker Profile
Edward Jacobson, Ph.D., is a psychologist, business coach, consultant and public speaker based in Madison, Wisconsin. Ed works with individuals and organizations to help them to identify, plan for and achieve important goals that truly matter. Ed focuses his practice on serving the financial planning community; he believes that planners make a profound difference in the lives of their clients and the wider community, and he enjoys contributing to this “Heart’s Core” work.
His work in recent years has increasingly focused on the use of 'Appreciative Inquiry” (AI) processes. Ed has introduced his application of AI to financial planning, calling this approach “Appreciative Financial Planning (AFP).” Appreciative Financial Planning involves the use of appreciative questions, conversations, and relationships – those that highlight and build upon the positive forces and strengths within and outside us -- to inspire financial planning clients to create and achieve fulfilling and rewarding 'lives well-lived.'
In addition to his own coaching, consulting, training and public speaking, Ed serves the Kinder Institute of Life Planning as a mentor and trainer for financial life planners, and collaborates with Money Quotient, Garrett Planning Network, and Sudden Money Institute on a wide variety of initiatives, including webinars, workshops, and training sessions. Also, he coaches and consults with financial planning practices on various business and personal development issues including integrating an appreciative orientation throughout the firm, and transitioning to a financial life planning model. In addition, He customizes and conducts Client Appreciation Events and Staff Retreats for financial planning firms.
Ed received a doctorate in clinical psychology from Indiana University and an M.B.A. from The Wharton School, University of Pennsylvania. For the last 25 years he has worked as a consultant, coach, and trainer, including 11 years with KPMG Peat Marwick in Chicago.
Ed is currently preparing two books: one, “Appreciative Moments: Stories and Practices for Living and Working Appreciatively,” is due out in May, 2008; the other, 'The Handy Book of Appreciative Questions for Financial Advisors,' also will be published in 2008. He writes a free, twice-monthly e-column, 'This Appreciative Moment©”, which he sends out via email to more than 600 subscribers.
Travels from United States
Client Comments
Client Comments
- Ed Jacobson is
Kahler Financial Group - I had the great pleasure to first hear Ed at a conference, where his message resonated deeply with me. I then attended a Retreat, where he played an integral role in leading, provoking-thought and conversations, and stretching everyone's comfort zone. It then became apparent that he was to be my
Financial Focus - I consider it a blessing to work with Ed. It's rare to experience such sensitivity, insight, discernment, and wit all wrapped up in one person
Highland Financial Advisors - I've attended many of Ed's presentations and workshops, and have come to rely on the intelligence, practicality, wisdom, and wit that are woven throughout all of them. He leads us into positive and compelling places. His appreciative and penetrating questions give rise to answers that remind us of the splendor of our lives.
PATH Financial Strategies
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