TITLE

Collaboration in the Financial Advisory Business

AUTHOR(S)
Pullen, Courtney
PUB. DATE
June 2001
SOURCE
Journal of Financial Planning;Jun2001, Vol. 14 Issue 6, p50
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
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.
ACCESSION #
4591452

 

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