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Financial professionals are dealing with more than money, and are thus advocating a personal counselling framework to deal with financial issues. Articles from academic and popular journals are discussing this new perspective on financial planning and services offered to clients. This new spin finds financial personnel going beyond money and including personal counselling content. The problem with traditional financial counselling is that financial personnel are trained to deal with numbers and money, but are not trained to counsel personal issues. Therefore, considering the potential ramifications, it is imperative that financial and psychological professionals work effectively together. The goal of addressing this partnership deficit, found within this book, is to increase service delivery to clients, both from financial as well as psychological perspectives. Ultimately, this book examines connections between financial and personal issues and how this leads to the need for referral and collaboration between financial professionals and psychologists.

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