Edward A. Jacobson, Ph.D

Description

Ed 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. He 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. Ed's work in recent years has increasingly focused on the use of "Appreciative Inquiry” (AI) processes. He 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

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