Financial Planning Counseling Skills by Jamie Lynn Bryam, Megan McCoy, John E. Grable, Michelle E. Kruger

Financial Planning Counseling Skills

Jamie Lynn Bryam, Megan McCoy, John E. Grable, Michelle E. Kruger

234 pages missing pub info (editions)

nonfiction business
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Description

Many of the day-to-day tasks performed by financial planners fall within the broader scope of counseling. Financial planners often face counseling like-incidents in their work. As a result, financial planners need a working knowledge of client and...

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