Who Are You?

Levin, Ross
November 2002
Journal of Financial Planning;Nov2002, Vol. 15 Issue 11, p32
Academic Journal
This article argues the need for financial planners to take a holistic approach in planning. We are trying to create a new derivation out of something that many of us have been doing ever since we started in the business. Life planning is really holistic planning. It is not new. Remember, holistic planning is quantitative as well, and institutionalized planning will deal with some of the personal issues. Your style of service should be based on who you are, not what you feel you need to do to compete. You need to be the right planner for the right clients, not the right planner for all potential clients. we are a holistic planning firm. It is in our bones. We spend a tremendous amount of time trying to understand the whys of our clients rather than just the hows. This takes not only energy, but also a true interest in those questions. And it takes clients who are willing to be uncomfortable because holistic planning always leads to personal discussions that can be emotionally wrenching. And it means that we need to be comfortable in those discussions. This approach should not be for everyone. Ways of determining whether perhaps you should avoid holistic planning include your only experience with therapy is The Bob Newhart Show, you are more comfortable with answers than questions, your business plan is more important than your life plan, you believe that you can work with anyone and you want to build an empire.


Related Articles

  • Should Planners Recommend Trusts as IRA Beneficiaries? Brown, Cal; Campbell, Thomas // Journal of Financial Planning;Oct2003, Vol. 16 Issue 10, p52 

    This article stressed that financial planners who recommend naming a trust as beneficiary of a qualified retirement plan or IRA are telling clients to cross a minefield. Trusts have many uses. They can manage property for people who are young or disabled. A trust is often valuable to use in...

  • Doing Good and Doing Well. Grant-Smith, Linda // Financial Planning;Oct2015, Vol. 45 Issue 10, pA13 

    The article explains the attributes that help women excel as Certified Financial Planners (CFP). It notes the essential qualities that CFP professionals must have to guide clients including integrity, compassion, and competency. It cites that the empathy and creativity innate in most women make...

  • The Global Finance Men: Who They Are, How They Work.  // Time;5/14/1965, Vol. 85 Issue 20, p111 

    The article offers information related to the role of the investment advisors to global economy. It states that investment advisors would meet at the conference tables to make decisions that could affect the fate of governments in casting their appraisals on the economy of different countries....

  • The Lap. Miller, Bill // Research;Jan2010, Vol. 33 Issue 1, p72 

    The article discusses how financial advisors in the U.S. finish the lap 2010 with eyes open to opportunity and mindful of road hazards. It recounts several situations reflecting on financial planning which include a car racing and the arrest of a father outside an elementary school. It also...

  • The Hot Job of Financial Planning&hellip.  // Journal of Financial Planning;Feb1998, Vol. 11 Issue 1, p16 

    Comments on the article featured in "U.S. News & World Report" about financial planning. Popularity of the career in financial planning; Demand for financial planners in the banking, brokerage and mutual fund fields; Failure of the magazine to mention designations or licenses.

  • Continuing Education EXAMINATION.  // Journal of Financial Planning;Feb1998, Vol. 11 Issue 1, p105 

    This section presents a continuing education examination for financial planners.

  • Have We Lost Our Desire to Plan? Bradley, Susan K. // Journal of Financial Planning;Sep2002, Vol. 15 Issue 9, p40 

    This article provides a sense of how financial planners use scenario planning to help their clients make their dream come true. The planning profession has access to software that will allow some version of what is called scenario planning. They have the technology to do the exterior work. The...

  • The Evolution of Financial Life Planning: More than Art. Walker, Lewis J. // Journal of Financial Planning;Sep2002, Vol. 15 Issue 9, p46 

    This article focuses on the evolution of the financial life planning industry as of September 2002. Financial life planning may seem to be the new thing, but it is not. The concept is more evolutionary than it is revolutionary. Consider the 'age-based continuum' of financial planning. For a...

  • Planned Giving-- The Missing Link in Financial Planning. Woollen, Thomas H. // Journal of Financial Service Professionals;May2005, Vol. 59 Issue 3, p49 

    Financial planners don't talk much to their clients about planned giving. Yet, colleges, universities, medical facilities, libraries, museums, religious organizations, and the thousands of foundations and other charitable institutions in the United States rely on the charitable nature of their...


Read the Article


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

Try another library?
Sign out of this library

Other Topics