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How Financial Planners Can Collaborate with Professional Counselors

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Show simple item record Taylor, Terra D. Bernes, Kerry B. Gunn, Thelma Nixon, Gary 2007-07-23T17:53:40Z 2007-07-23T17:53:40Z 2005-04
dc.identifier.citation Taylor, T. D., Bernes, K. B., Gunn, T., & Nixon, G. (2005, April). How financial planners can collaborate with professional counselors. Journal of Financial Planners [online]. en
dc.description Permission to include in repository granted by the Financial Planning Association. en
dc.description.abstract Financial planners are dealing with more than just money. Clients are increasingly seeking the advice of financial planners for financial situations that are intrinsically interwoven with personal and psychological issues. Some financial planners may feel overwhelmed by the magnitude of personal issues, while others may feel that they do not have the time to effectively deal with these issues. This paper examines the melding of financial concerns with personal issues and how they subsequently lead to the need for referral and collaboration between financial planners and psychologists. en
dc.language.iso en en
dc.publisher Financial Planning Association en
dc.subject Counseling Practice en
dc.subject Counseling en
dc.title How Financial Planners Can Collaborate with Professional Counselors en
dc.type Article en
dc.publisher.faculty Education en
dc.publisher.faculty School of Health Sciences en
dc.description.peer-review Yes en
dc.publisher.institution University of Lethbridge en

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