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We will be developing white papers to bring you the latest thinking for client engagements. We've also included helpful links to some of the web resources we use when preparing training programs, seminars, and speaking appearances.


Things You Can Do for Your Client Right Now (3/09) (PDF)

Influencing Client Behaviors (1/09) (PDF)


Pusateri Consulting
Known for their Value Ladder, Pusateri Consulting will help you unleash your value. Leo Pusateri is a long time respected coach to financial advisors.

PEAK
Coaching, training and software for financial advisors. Guru Ron Carson shares his secrets of success.

Peter Montoya
Long established financial services marketing firm to help you define your branding. Peter Montoya's enthusiastic brand of coaching will inspire you to redefine who you are.

clientWISE
Offers consulting, training, and coaching for a broad range of financial professions. Ray Sclafani's background in Neuro-Linguistics makes him uniquely qualified to understand the role of language in both professional and personal engagements.

Nick Murray
Straight from his website: Nick Murray is a 42-year veteran of the financial advisory profession, and "the advisor's advisor." Enough said.

CEG Worldwide
Coaching, Consulting, and Research for elite advisors. John Bowen is a former advisor and investment firm CEO and brings his personal experience into a corporate coaching program.

DMac
Diane was formerly an independent advisor for 16 years which brings great insight into her coaching-she's actually stepped in your footsteps.

Quantuvis
A hands on consulting approach with their brilliant proprietary 4-Q Discipline (SM), a great option for those wanting a meticulous and comprehensive overhaul.

The Efficient Practice
David L. Lawrence is a practice efficiency consultant.

Vestment Advisors
Husband and wife team Peter and Katherine Vessenes.


Bob Veres
Mark Tibergien
Rebecca Pomering

Please email me at stacia@staciahatfield.com if you have worked with another excellent coach or consultant so we can share their information.




Wall Street Journal
The Economist
Investment News
Financial Planning Association
National Association of Personal Financial Advisors
Government Information
Internal Revenue Service


Yes!: 50 Scientifically Proven Ways to Be Persuasive

by Noah J. Goldstein, Steve J. Martin, Robert B. Cialdini
Yes!

Predictably Irrational: The Hidden Forces That Shape Our Decisions

by Dan Ariely
Predictably Irrational

Nudge: Improving Decisions About Health, Wealth, and Happiness

by Richard H. Thaler & Cass R. Sunstein
Nudge

The Black Swan: The Impact of the Highly Improbable

by Nassim Nicholas Taleb
The Black Swan

Buyology

by Martin Lindstrom
Buyology