Financial Intelligence: How to Make Smart, Values-Based Decisions with Your Money and Your Life

Financial Intelligence: How to Make Smart, Values-Based Decisions with Your Money and Your Life

by Doug Lennick, Kathleen Jordan
     
 

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Can you envision a healthy financial life but have old, hard-to-break habits that prevent it from taking root? You are not alone. It turns out our brains are hard-wired to make poor financial—and life—decisions. Financial Intelligence helps you break the cycle of habitual and emotional decision-making that our brains automatically spark when faced with

Overview

Can you envision a healthy financial life but have old, hard-to-break habits that prevent it from taking root? You are not alone. It turns out our brains are hard-wired to make poor financial—and life—decisions. Financial Intelligence helps you break the cycle of habitual and emotional decision-making that our brains automatically spark when faced with challenging events. Beginning with your principles, values, and beliefs, Financial Intelligence offers a concrete guide to help you achieve better results.
Doug Lennick provides a simple and clear four-step method for making wise financial and life decisions based on your core values. When you find yourself in a highly charged event, such as the Dow Jones plummeting, rash decisions often follow—like selling your entire stock portfolio at record lows! Recognizing your automatic mental and physical responses is half the battle toward taking control of the situation. After reflecting on your values and your circumstances (while accounting for your inherent biases), you can reframe a more realistic interpretation of what is happening and what lies ahead. This allows you to respond to a critical situation with understanding and foresight about which current actions will best serve your goals.
Accepting the certainty of uncertainty means you must prepare for the ups and downs of life so when you are thrown a curveball you are confident you have the foundation in place to act wisely. Financial Intelligence gives you the tools to build this foundation—to be able to step back from a tense situation, return to your core values, and transition to an emotional state where decisions are based on thoughtful analysis of what will bring you the greatest long-term success and fulfillment in life.

Product Details

ISBN-13:
2940012966797
Publisher:
FPA Press
Publication date:
06/07/2011
Sold by:
Barnes & Noble
Format:
NOOK Book
Pages:
163
Sales rank:
1,022,048
File size:
421 KB

Meet the Author

Doug Lennick, CFP®, is CEO and co-founder of the Lennick Aberman Group. He is legendary for his innovative approaches to developing high performance in individuals and organizations and is an expert at developing practical applications of the art and science of human behavior, financial and otherwise.

Before founding the Lennick Aberman Group, Doug was executive vice president of advice and retail distribution for American Express Financial Advisors (now Ameriprise Financial). In that capacity, he led an organization of 17,000 field and corporate associates to unprecedented success. Although no longer full-time at Ameriprise, Doug retains the title of EVP and senior adviser to the chairman and CEO, Jim Cracchiolo.

Doug is co-author with Fred Kiel, Ph.D., of the internationally successful book, Moral Intelligence 2.0: Enhancing Business Performance and Leadership Success in Turbulent Times (2011, Wharton School Publishing), as well as author of The Simple Genius (You) and co-author with Roy Geer, Ph.D., of How to Get What You Want and Remain True to Yourself. Doug is in high demand as a keynote speaker as well as an executive and organizational adviser. He has been quoted and referenced in many publications and books, including Daniel Goleman’s seminal book Working with Emotional Intelligence and Richard Leider’s bestselling Power of Purpose.

In November 2000, Doug was honored by Columbia University’s Center for Social and Emotional Education and is a Fellow at the Carlson Executive Development Center, Carlson School of Management, and University of Minnesota. Doug is a graduate of the University of Minnesota, Morris, and is currently a member of the prestigious Consortium for Research on Emotional Intelligence in Organizations.

Doug and his wife, Beth Ann, reside in Edina, Minnesota. Their younger daughter, Joan, is a recent graduate of Stonehill College in Easton, Massachusetts. Their older daughter, Mary, has a sociology degree from the University of Minnesota and is pursuing graduate studies at Augsburg College in Minneapolis. Doug’s son, Alan, is a financial adviser with Schubert, Kumagai, Lennick & Associates, a financial advisory practice of Ameriprise Financial Services, and lives in Minneapolis with his actress wife, Sari, and their son, Dylan.


Kathleen Jordan, Ph.D.—Kathleen is a behavioral psychologist and writer. She was collaborating writer with D

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