Financial Planning Gets Personal: NASW Associate Counsel Quoted
Jun 30th, 2009
Financial Planning Gets Personal at SmartMoney.com
Source: www.smartmoney.com
More financial planners are playing counselor with their clients.
“Sherri Morgan, associate counsel for the National Association of Social Workers, says putting too many emotions on the table can cloud clients’ judgment. An adviser typically has complete access to client accounts; if an adviser also has access to a client’s personal...
