TITLE

Balancing Doing and Being

AUTHOR(S)
Briaud, Janet
PUB. DATE
September 2003
SOURCE
Journal of Financial Planning;Sep2003, Vol. 16 Issue 9, p24
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article presents the author's view on the career and roles played by financial planners. As our profession moves toward the softer side of money, away from strictly analytical work, we are looking for a name and even words to describe this new way of being with clients. For some planners, a whole new career has opened up, with much less emphasis on financial advice. This movement away from financial planning seems to me to be going far afield from core financial advice. In fact, in some discussions I hear disdain for spending time on investment analysis. I personally do not want to be a coach, life planner or anything other than a financial planner. What I want, and I suspect more advisors want, is to be a great financial advisor, to do an outstanding job for my clients, to make a difference in clients' lives, and to enjoy each and every day. The best advisor, in my view, involves a way of being with clients that is based on listening, caring, trusting, intuiting, the more Being side of our nature, I am interested in connect with my clients and how I can help them with where they are in their lives. To do that, I have to be very present, listen with my heart as well as my head, and make it my intention to do what is best for them without preconceived notions about what is best.
ACCESSION #
10849832

 

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