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Use your talent

07:30AM Oct 08, 2007 in category Tip of the Day by AdvisorMax

Planners need to find and practice their talent in this age of the "informed" consumer. Otherwise, they risk becoming obsolete, or worse, irrelevant.
-Michael Horwitz, owner of Life Strategies Financial Planning

Working with clients using some combination of technical expertise, professional experience, and wisdom calls on a planner's true talent. Specific aspects of the planner's talent include acute sensitivity to what the client is thinking and feeling, a high degree of awareness of the planner's own thoughts and feelings, as well as the ability to help clients visualize and understand abstract ideas. Talent will also shine through in a planner's passion for the job he or she is performing. Arguably, talent can't be reduced to a tool or set of techniques that can be easily learned or readily transferred. Rather, talent is typically nurtured within supportive environments, inspired by great models (mentors), and refined by diligent and ongoing practice. Planners need to find and practice their talent in this age of the "informed" consumer. Otherwise, they risk becoming obsolete, or worse, irrelevant.

-Michael B. Horwitz, Ph.D., CFP, owner of Life Strategies Financial Planning, in A Talented Planner

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