TITLE

Mary K. Sullivan: Soul Stories

AUTHOR(S)
Opiela, Nancy
PUB. DATE
September 2000
SOURCE
Journal of Financial Planning;Sep2000, Vol. 13 Issue 9, p156
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article focuses financial planner Mary K. Sullivan. One change Sullivan made several months ago was to work at home on Fridays, this gives her time to read through the mountains of research and periodicals so she can stay current. Sullivan's transformation also involves getting back to spirituality, a journey prompted in a client on sabbatical. What Sullivan is contemplating now is how she can integrate these revolutionary thoughts into her practice. What Sullivan wants to incorporate into her financial planning process is that the "almighty dollar is not number one." She began sowing these seeds years ago when she moved out of mutual funds and into individual stocks. Sullivan has begun to trim back her clientele. Some clients may be served better with another advisor and some clients she clearly does not want to work with, like the client who e-mails her ten times a day and marks every message urgent. She is often asked what her minimum is and instead of giving a dollar figure, she tolls prospective clients that her minimum is that she only works with nice people.
ACCESSION #
3551303

 

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