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 and other strengths-based approaches. He has introduced his application of AI to financial planning, through his “Appreciative Financial Planning (AFP) framework. 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 envision, pursue, 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 the 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 a positive, strengthts-based 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., as well as organizations in many other sectors.
Ed received a doctorate in clinical psychology from Indiana University and an M.B.A. from The Wharton School. For the last 35 years he has worked as a consultant, coach, and trainer, including 11 years with KPMG Peat Marwick in Chicago.
His book, Appreciative Moments: Stories and Practices for Living and Working Appreciatively
is available through this website (for a signed copy, email Ed via the Contact Ed
page) as well as through Amazon.com. He is currently at work on an e-book, The Book of Appreciative Questions for Financial Advisors
, and looks forward to its publication later this year.
Ed's New Services Brochure
Ed's Archive: Recaps and other "Free Stuff"