Bridging the Gap: Building a Community of Financial Well-being


2017 AFCPE® Research and Training Symposium


AFCPE Pre-Symposium and FTA: Monday, November 13 - Wednesday, November 15
AFCPE Symposium: Wednesday, November 15 - Friday, November 17
Schedule Subject to Change

Title: Serving Married Clients with Relationship Issues: Are We Helping or Harming?
Wednesday, November 15th, 2017
Financial professionals have been admonished to help married clients with relationship difficulties through referral to or through working in tandem with relationship professionals. No previous study has ascertained the level at which financial professionals are complying with this call from the literature. Nor can one find research about the implications not using relationship professionals might have on the consumer. This study will provide survey data of financial professionals to answer these questions and additional discussion of best practices that financial counselors should consider when serving married clients with relationship issues.



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