Tales Will Tell

Wagner, Richard B.; Kinder, George D.
April 1996
Journal of Financial Planning;Apr96, Vol. 9 Issue 2, p30
Academic Journal
This article focuses on the human/money dynamic by citing some popular tales. Everyone knows that money is more than a means of exchange or denoter of value--it gets into the minds and daily lives like nothing else. Needing it, getting it, spending it, giving it (and all the parts in between)--each person's money issues are constant and nagging companions. Unfortunately, the emotional aspects of money generally have been neglected in a planner's training as financial planning practitioners. Wealth and money wisdom have deep roots. Without question, the best of the breed grounds in folklore and morality task. Not only were these morals mother's milk for many, they also constituted people's spiritual hard-wiring. Furthermore, these rules reflect core truths and the hardened judgments of predecessor generations. They are profound and powerful, yet simple. Most importantly, they provide structures and instructions that serve consistently and well in one's individual journey. Giving texture to life and life to simplicity, morality tales guide with universal, cross-cultural wisdom and humor.


Related Articles

  • LETTERS.  // Money Management;12/2/2004, Vol. 18 Issue 45, p14 

    presents several letters to the editor related to financial services and industries. Views on new code of conduct for soft dollar disclosure; Availability of subsidized financial planning software; Discussion on financial products issued by an in-house provider.

  • Money Management. Taylor, Mike // Money Management;7/17/2008, Vol. 22 Issue 26, p13 

    The author reflects on the issue concerning money management. He explores on the significant role of financial planners in the superannuation industry as well as the manner of their remuneration. He cites and recounts on a certain issue wherein Senator Nick Sherry have announced to request for a...

  • Back Office in Bangladesh?...  // Journal of Financial Planning;May2004, Vol. 17 Issue 5, p24 

    This section presents an update on issues related to the financial planning sector in the U.S. as of May 2004. An Associated Press article noted that 150,000 to 200,000 U.S. tax returns--for individuals, U.S. expatriates and corporations--will be prepared in 2004 by accountants in India for...

  • Providing the right tools for the job. Resnik, Paul // Money Management;5/20/2004, Vol. 18 Issue 17, p15 

    Discusses the purpose of financial planning and the responsibilities of financial planners. Training in negotiation skills, conflict resolution, goal-setting, counseling or financial modeling skills; Provision of help for clients to make actions as organized and as simple as possible; Importance...

  • Don't forget how far we've come. Helmich, Steve // Money Management;11/18/2004, Vol. 18 Issue 43, p14 

    The article reports that financial planners have taken a lot of criticism recently from some who say that they are not moving quickly enough to embrace change. While there is more to be done, they have come far in a short time. Their profession is more geared to community needs and expectations...

  • EXCELLENCE.  // Practical Accountant;Jan2004 Supplement, p14 

    This article presents information on the annual financial planning awards as of March 2, 2004. The journal "CPA Wealth Provider," is honoring certified public accountant/financial planning firms, broker/dealers, and financial planning software vendors, as well as providing special Awards of...

  • Head Games. Horwitz, Michael B. // Financial Planning;Sep2005, Vol. 35 Issue 9, p83 

    Offers insight on the role of financial advisers in identifying and distinguishing the client's needs from the client's wants when it comes to financial planning and management. Identification of risk tolerance; Social demand characteristics of the financial planning context; Job description of...

  • Conflict rules target adviser pay. Liondis, George // Money Management;5/5/2005, Vol. 19 Issue 15, p1 

    This article reports that new rules on conflicts of interest have forced Australia's biggest dealer groups to review their remuneration of advisers, with biased dealer splits, buyer of last resort arrangements and equity schemes already earmarked for major reform. The new rules are based around...

  • Sold in 30 seconds. McCarthy, Liz // Money Management;10/8/2009, Vol. 23 Issue 37, p25 

    The article highlights the important role of strong value propositions in the financial planning practices of boutique financial planners in Australia. It discusses the significant effect of business differentiation in the maintenance and establishment of a strong practice. Furthermore, it...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics