Communication Essentials for Financial Planners

About the Authors

John E. Grable, PhD, CFP

Professor and Athletic Association Endowed Professor of Financial Planning

Department of Financial Planning, Housing, and Consumer Economics

University of Georgia

Professor John Grable teaches and conducts research in the Certified Financial Planner Board of Standards Inc. undergraduate and graduate programs at the University of Georgia, where he holds an Athletic Association Endowed Professorship. Before entering the academic profession, he worked as a pension and benefits administrator and later as a financial planner in an asset management firm. Dr. Grable served as the founding editor for the Journal of Personal Finance and co-founding editor of the Journal of Financial Therapy. He is best known for his work on financial risk-tolerance assessment, behavioral financial planning, and evidence-based financial planning clinical studies. He has been the recipient of several research and publication awards and grants, and is active in promoting the link between research and financial planning practice, where he has published more than 100 refereed papers, co-authored three financial planning textbooks, co-authored a communication book, and co-edited a financial planning and counseling scales book. He also serves as the director of the Financial Planning Performance Lab at the University of Georgia. More information on his research and lab can be found at www.fpplab.org.

Joseph W. Goetz, PhD

Associate Professor

Department of Financial ...