Collaboration in the Financial Advisory Business

Pullen, Courtney
June 2001
Journal of Financial Planning;Jun2001, Vol. 14 Issue 6, p50
Academic Journal
Focuses on the advantages of collaboration between financial planners and psychotherapists in handling clients. Roles for psychotherapists in working with financial planners; Benefits to financial planners of referring clients to psychotherapists; Ways of developing client relationships; Recommendations on selecting psychotherapists.


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