Ed. Note: This article first appeared in CNBC The notion of “financial counseling” is making its way into mainstream financial advising. The Association for Financial Counseling and Planning Education describes financial counselors and educators as helping clients “along a spectrum of knowledge through behavioral adjustments, with the hope of eventually referring them to investment advisers and financial planners.”
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via Tumblr More Advisors Adding ‘Financial Counseling’ To Services Menu
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