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A book like this does not go from conceptualization to publication without the help of many dedicated people. We would like to thank a number of individuals who helped bring this book project to fruition. To begin with, we are very appreciative for the work and words of Dr. Tom Warschauer, professor emeritus at San Diego State University. It was his question about how a finance faculty member could incorporate communication and counseling skills into a program of study that prompted our first thoughts about writing this book. We are also grateful for those who have helped pave the way for the inclusion of communication topics to be a focus of study in CFP registered programs. A list of everyone who has made an argument for focusing on communication and counseling skills would be too long for this brief dedication, but there are a few who stand out, including: Kristy Archuleta, Elissa Buie, Carol Anderson, Charles Chaffin, Dottie Durband, Bill Gustafson, Sherman Hanna, Rick Kahler, Kevin Keller, Megan Ford, Deana Sharpe, Dave Yeske, and our colleagues at the University of Georgia: Swarn Chatterjee, Jerry Gale, Lance Palmer, Kenneth White, Duncan Williams, Ann Woodyard, and Sheri Worthy. We are also grateful to the leaders at the CFP Board who took a chance in creating the Center for Financial Planning, which provides a forum for works like this that might otherwise never be published.

In the end, this book is dedicated to our financial planning colleagues who are building financial planning into a profession on a daily basis. We know that you are often working alone – sometimes in a firm, a large academic department, or in a small certificate program. It is our hope that this book will be a resource to help you grow your practice or program. If you are an instructor, we hope that the techniques and tools presented in this book help you teach communication and counseling skills more effectively. If you are a student, we hope that you gain practical skills to help you in your career. If you are already a financial planner, our hope is that this small book will help you become even more successful.

On a personal note, we would like to thank our spouses for their unwavering support during the writing process. To Emily, thank you for helping me stay focused on the bigger picture. To Lindsay, I cannot thank you enough for your overall support, and particularly, for taking care of so many important tasks as I dedicated time to this book.

John Grable, PhD, CFP^®

and

Joseph Goetz, PhD

Athens, Georgia