Daring to Dream

Briaud, Janet
August 2002
Journal of Financial Planning;Aug2002, Vol. 15 Issue 8, p42
Academic Journal
This article discusses the components of a framework which can be used by financial planners in order to help clients achieve their financial planning goals. The first area is related to problems concerning financial planning. Clients fit into this category is they are consumed by fear or greed. This framework, is aimed at dispelling the notion that there is a right or wrong relationship. The success of the goal-setting process and the client engagement depends upon the frame of reference of both the client and the planner. Therefore, if both are at the task level, the relationship may be perfect for both. Indeed, the client, but also the planner's frame of mind, determines the kind of relationship, and hence the type of goal setting. If client if operating mainly out of fear, it is difficult to be rational and do planning and almost impossible to discuss dreams and life purposes. On the other hand, if the client is operating from a rational mindset and the planner is intuitive, the planner may be able to slowly move the client to dreams and life purpose. Clearly if both planner and client are at the intuitive level, it will be easy to discuss life purpose, gratitude and abundance. Financial advisors have a wonderful opportunity to help clients accomplish dreams, goals and visions.


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