TITLE

Dream Leaders

AUTHOR(S)
Peck, Maureen
PUB. DATE
April 2004
SOURCE
Journal of Financial Planning;Apr2004, Vol. 17 Issue 4, p10
SOURCE TYPE
Academic Journal
DOC. TYPE
Editorial
ABSTRACT
The article highlights the opinion of Fred Mandell, principal of The Lennick Aberman Leadership Group, on the role performed by financial planners as leaders of the financial services industry. Mandell says that leaders are charged with energizing a company and fostering innovation. In this profession, financial planners are leaders of their clients, if they own their business, of their employees and the practice. Financial planners are better able to guide clients through the risks of life changes and the realization of goals. Planners have the expertise to work with one of the most powerful tools to make change: money. It buys businesses, mountain cabins and college education. It funds dreams. With the practical steps and safeguards of a financial plan, planners are in a perfect position to help clients make their life ambitions easier to achieve. Mandell says that financial planners are all creators constantly bringing things into existence, from concepts to relationships to children. Planners are co-creators with their clients, eliminating those barriers by encouraging them to consider various possibilities and strategies for the directions their lives could take, and teaching them how to breathe life into their dreams.
ACCESSION #
12835522

 

Related Articles

  • Call Out the Fireflies. Lee, Shelley A. // Journal of Financial Planning;Apr2004, Vol. 17 Issue 4, p12 

    The article focuses on the views of Fred Mandell, a financial planner, on the ability of financial planners to develop creative competencies that can be used in positions of management and leadership or to gain a competitive edge. According to Mandell, people live in a world in which most think...

  • Making the Case for CFP. Rattiner, Jeffrey H. // Financial Planning;Apr2003, Vol. 33 Issue 4, p71 

    Focuses on the argument over the advantages of the certified financial planner designation. Facts about the designation; Processes and philosophies that financial advisers should follow when providing services; Ways on how financial advisers can help elevate the profession to a higher level.

  • INDEPENDENT VIEW. Byrne, Tony // Money Marketing;7/31/2003, p21 

    Offers a look at the condition of financial services industry in Great Britain. Transition from commission-based financial advisers to fee-based financial planner; Investment performance of financial companies; Reluctance of insurance companies to accept risks; Emergence of fund supermarkets,...

  • Further Reading.  // MarketWatch: Financial Services;Oct2008, Vol. 7 Issue 10, p32 

    The article lists reports that explore the financial services industry which includes "Financial Advisors' Views of Service," "Life and Superannuation in Australia 2008," and "UK Travel Insurance 2008."

  • Move to License Financial Planners.  // Accounting Technology;Oct2003 Supplement, p13 

    Reports on industry guidelines that will require professional licenses for financial planners in Malaysia and Singapore. Amendments to the Securities Industry Act of 1983 in Malaysia; Review of licensing guidelines by the Securities Commission in Singapore; Encouragement of the Financial...

  • Who's minding your money? Bowser, Andrew // New Orleans CityBusiness (1994 to 2008);2/13/95, Vol. 15 Issue 32, p5A 

    Focuses on the determination of suitable financial professionals in the United States. Insurance agents; Financial planners; Bankers; Stockbrokers; Incentives; Determination of the amount of risk; Evaluation of a financial professional. INSET: Three investment scenarios: What the pros advice..

  • Preparing for Next Year. Morrow, Edwin P. // Financial Planning;Dec2001, Vol. 31 Issue 12, p117 

    Offers some tips to help financial planners make progress in the financial services industry for the year 2002. Diversification of revenue sources; Product knowledge enhancement; Need to increase professional involvement.

  • Diversify Thyself. Clark, Bob // Financial Planning;Jan2002, Vol. 32 Issue 1, p123 

    Emphasizes the importance for financial planners to diversify their practices. Comments on the fee-only compensation model for the financial planning practice; Changes in the attitude of buyers; Sources of financial planners' income.

  • Sitting? Bull! Bowen Jr., John J. // Financial Planning;Jan2002, Vol. 32 Issue 1, p127 

    Offers tips for financial planners. Steps in business planning; Services needed by affluent investors; Types of clients served by advisers.

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

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

Try another library?
Sign out of this library

Other Topics