Dream Leaders

Peck, Maureen
April 2004
Journal of Financial Planning;Apr2004, Vol. 17 Issue 4, p10
Academic Journal
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.


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