Source: www.smartmoney.com
More financial planners are playing counselor with their clients.
Tags: article, children and families, consumer, counseling, financial counseling, media, nasw, quote, sherri morgan, smart money, social work“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 weaknesses, Morgan says, “the consumer is just that much more vulnerable.””
Posted in Press Room, Social Work in the News |
