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Stephen R. Covey - The 7 Habits of Highly Effective PeopleFinancial LiteracyFood For Thought

5 Prescriptions to Bridge the Communication Gap with Clients

Lyle Sussman and David Dubofsky “Seek first to understand, then be understood.” This fifth of seven habits of highly effective people, as laid out in Stephen Covey’s bestselling book, is crucial for financial advisors who aspire to communicate effectively with clients and to obtain client referrals. But although many advisors implicitly accept the power and wisdom of this habit, they…
David A. Dubofsky
April 12, 2022
How To Buy Total WealthBlogFinances

Episode #77 “How to Build Total Wealth”

With Lyle Sussman Ph.D. & David Dubofsky Ph.D. | CFA BIO: Lyle Sussman Ph.D. Lyle is the former Chairman and Professor of Management, College of Business, University of Louisville. He received his BS and MS from the University of Wisconsin-Milwaukee and his Ph.D. from Purdue. Aside from 60 scholarly articles, he is a bestselling business author with more than 1,000,000…
David A. Dubofsky
February 17, 2022
Core Values - Leading to Personal WealthBlogFinancial Planning

FINANCIAL PLANNING IN THE ERA OF THE GREAT RESIGNATION

David Dubofsky PhD, CFA Lyle Sussman PhD How important is it for financial advisors to understand the economic and societal impact of the Great Resignation?  The significance of this tumultuous labor force disruption is validated by its 2021 entry in Wikipedia, and the ten million Google hits for that phrase. Over 40 million Americans quit their jobs in 2021. Some…
David A. Dubofsky
January 17, 2022
The Why and How of Your Total WealthBlogFinancial Planning

The Why and How of Your Total Wealth

Many Americans lack financial literacy. Moreover, regardless of their financial wealth, many Americans are also not as happy as they could be … lacking what one of our reviewers defined as “life literacy.” We wrote Your Total Wealth: The Heart and Soul of Financial Literacy because of these two reasons. To address the lack of financial literacy, we define what…
David A. Dubofsky
January 10, 2022
Helping clients through black swan eventsBlogFinancial Planning

Helping clients through black swan events

Financial planners working with clients as they confront crises like the recent supply chain disruptions need to have a holistic view of planning, increase their own emotional intelligence and improve their communications skills. November 30, 2021 By David Dubofsky and Lyle Sussman Click Here to see article published in InvestmentNews, November 30, 2021   The recent supply chain disruption and…
David A. Dubofsky
November 30, 2021
BlogRetirement

Your Total Wealth Pre-retirement Assessment

Are you prepared for retirement? This assessment helps you answer that question. Retirement planning typically considers only your financial needs. But there are many nonfinancial issues that should be considered as well - your emotional, psychological, and social needs. The best retirement planning looks into the future from a perspective of Total Wealth. It incorporates both financial and nonfinancial issues.…
David A. Dubofsky
November 28, 2021

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Your Total Wealth is the ideal read. It is the most unique and accessible financial advice resource I’ve ever seen and goes well beyond how to make money - Kiplinger
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