Financial Planning Success Series with Ed Jacobson, PhD and Jody Jacobson, PhD

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Maximize your business growth. Attract ideal clients. Boost team productivity. Build long-term success. THESE EXPERTS SHOW YOU HOW!

Bob Veres

Cheryl Holland at the Financial Planning Success Series with Ed Jacobson, PhD and Jody Jacobson, PhD

Cheryl Holland

George Kinder

Sheryl Garrett

Caleb Brown

Maribeth Kuzmeski

Dave Grant

Stephanie Bogan at the Financial Planning Success Series with Ed Jacobson, PhD and Jody Jacobson, PhD

Stephanie Bogan

Susan Bradley

Greg Friedman

Marie Swift Impact Communications

Marie Swift

Dave Yeske

Amy Mullen

Amy Mullen

Tim Maurer

Steve Zimmerman at the Financial Planning Success Series with Ed Jacobson, PhD and Jody Jacobson, PhD

Steve Zimmerman

Cicily Maton at the Financial Planning Success Series with Jody Jacobson, PhD and Ed Jacobson, PhD

Cicily Maton

Carolyn McClanahan

Joel Bruckenstein at the Financial Planning Success Series with Ed Jacobson, PhD and Jody Jacobson, PhD

Joel Bruckenstein

Rick Kahler

Elissa Buie at the Financial Planning Success Series with Jody Jacobson, PhD and Ed Jacobson, PhD

Elissa Buie

Carol Anderson at the Financial Planning Success Series with Ed Jacobson and Jody Jacobson

Carol Anderson

Dennis Stearns, CFP®, ChFC

Susan Zimmerman at the Financial Planning Success Series with Ed Jacobson, PhD and Jody Jacobson, PhD

Susan Zimmerman

Michelle Maton at the Financial Planning Success Series with Jody Jacobson, PhD and Ed Jacobson, PhD

Michelle Maton

Mark Tibergien at the Financial Planning Success Series with Ed Jacobson, PhD and Jody Jacobson, PhD

Mark Tibergien

Angie Herbers

Hugh Massie

Financial Planning Success Series, Julie Littlechlld

Julie Littlechild

Ross Levin

Carl Richards

Stephen Wershing

Matthew Jackson at Financial Planning Success Series with Ed Jacobson, PhD and Jody Jacobson, PhD

Matthew Jackson

About the Hosts

Ed Jacobson, PhD

Ed Jacobson, PhD, MBA

Dr. Ed Jacobson is an executive coach and business consultant. Ed has worked with financial leaders for 20 years. Ed is an expert in helping C-level executives, planners, and advisors create next level business growth and personal fulfillment. Ed has pioneered the introduction of positive psychology and neuroscience in the industry through his Positive Financial Planning© framework. Ed is the author of the book, Appreciative Moments, and numerous articles published in leading financial journals.

Jody Jacobson, PhD, Jody Jacobson Coaching & Consulting

Jody Jacobson, PhD, MSBA

Dr. Jody Jacobson is a business and marketing consultant. Jody is an expert in accelerating business growth by dramatically improving performance. Jody brings 20 years of experience helping C-level executives, owners, leaders, and entrepreneurs activate and unblock strengths so they can build long-term business growth. Jody is the author of the book, Organizational ADD: Refocusing Your Business for Growth, and numerous published articles on strategic transitions, collaboration, and strength-based growth.