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

2018 AFCPE® Research and Training Symposium

AFCPE Pre-Symposium: Monday, November 12 - Wednesday, November 14
AFCPE Symposium: Wednesday, November 14 - Friday, November 16
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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