Lawrence Gelburd on Dreams, Risks, and Whether Financial Planners Are 'Real' Entrepreneurs

Lee, Shelley A.
September 2007
Journal of Financial Planning;Sep2007, Vol. 20 Issue 9, p22
Academic Journal
This article presents an interview with Lawrence Gelburd, a lecturer on entrepreneurship and an entrepreneurial consultant. Gelburd discusses the characteristics of a real entrepreneur, and the skills that are required of them. Gelburd says it is important to know how to behave, see and analyze a situation. Gelburd defines an entrepreneur, and explains the difference between financial advisors who own their own small businesses and real entrepreneurs. He also talks about what distinguishes leaders from followers.


Related Articles

  • Business lending 101. Dormer, Stephen G. // Hudson Valley Business Journal;4/7/2008, Vol. 19 Issue 14, p24 

    The article reports on the banking and financial planning challenges faced by the small and medium businesses in New York. It is expressed that entrepreneurs hire advisors to manage their accounts, personal finance and wealth to achieve business value and goals. Entrepreneurs often find it hard...

  • Hargreaves Lansdown builds solid platform. Lansdown, Hargreaves // Fund Strategy;12/4/2006, p24 

    The article presents an interview with Peter Hargreaves, co-founder of Hargreaves Lansdown. When asked how many profitable independent financial adviser (IFA) firms are there in 2006, he said that there are several IFA firms that are profitable. He also said that small firms are those with 10-20...

  • Giving young planners the right message. Williams, David // Money Management;5/25/2006, Vol. 20 Issue 18, p16 

    The article presents the author's viewpoint about young planners in Australia. He believes that as the industry evolves into a profession of service providers, there will be a continuing move to smaller business units. He says younger planners in seller's market are increasingly expecting equity...

  • AE's flood of group risk opportunities. Tirbutt, Edmund // Corporate Adviser;11/1/2015, p26 

    The article discusses the higher number of business opportunities for the group risk sector with the pension auto-enrolment (AE) of smaller firms in the first half of 2016. Topics covered include new schemes of intermediaries and providers for the massive new market such as the simplified life...

  • Focusing On SMALL BUSINESS for BIG Success. Willis, Dave // Advisor Today;May2008, Vol. 103 Issue 5, p41 

    The article examines ways for financial advisors' success in tapping small businesses. A key approach most of them use to acquire high-quality prospects is to form alliances with other business professionals. Participation in community and charitable events is also a productive investment for...

  • The Increasingly Happy Broker. Leonhardt, Megan // REP.;Apr2015, Vol. 39 Issue 4, p44 

    The article focuses on the fifth Independent Broker/Dealer Report Card survey, which found that independent brokerages are more happy while working for smaller firms. It is noted that smaller brokers/dealers (b/ds) with less than 2,000 advisors gave firms a satisfaction score of 9.4 while...

  • Plenty of help available to start a business. Schmidt, Curtis // Hudson Valley Business Journal;10/30/2006, Vol. 17 Issue 21, p19 

    The article presents guidelines from business owner Joe Cantore on how operators can successfully start a business. According to Cantore, who operates Accounting Services of the Hudson Valley and a Counselors to small business in the U.S., it is so critical to do the necessary research prior to...

  • Mirror, Mirror on the Wall. Opiela, Nancy // Journal of Financial Planning;Jul2003, Vol. 16 Issue 7, p32 

    This article discusses the role of financial advisers in helping small business owners understand investments issues. As entrepreneurs themselves, planners understand the small-business owner's motivation to over-invest in themselves. However, having the business represent a huge portion of the...

  • The Basics Of Pre-Retirement Planning For Small Business Owners. Kettel, Bryan // National Underwriter / Life & Health Financial Services;2/14/2005, Vol. 109 Issue 6, p14 

    Discusses matter financial planner should consider when working with small business owners on pre-retirement planning. Question of maximizing the value of the business upon retirement; Need for financial planners to focus first on family or personal goals; Securing the owner's retirement.


Read the Article


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

Try another library?
Sign out of this library

Other Topics