Financial Planning Gets Personal: NASW Associate Counsel Quoted

Jun 30, 2009

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 weaknesses, Morgan says, “the consumer is just that much more vulnerable.””