Título:
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Collaborating with a Financial Therapist: The Why, Who, What and How
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Autores:
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Martin, William Marty ;
Maton, Cicily ;
Maton, Michelle
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Tipo de documento:
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documento electrónico
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Editorial:
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The Berkeley Electronic Press SelectedWorks, 2019-09-25T14:49:19Z
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Dimensiones:
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application/pdf
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Nota general:
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William Marty Martin
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Palabras clave:
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Ethics collections
,
Business Ethics
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Resumen:
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Financial planning clients are seeking holistic solutions to their financial opportunities and challenges. Yet, few financial planners and mental health professionals work together to benefit clients. This article showcases a partnership between a financial therapist, trained as a psychologist, and two financial planners who have implemented an evidence-based model of financial planning drawing upon the behavioral finance, neureconomics, evolutionary psychology, and coaching literature.
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En línea:
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oai:works.bepress.com:marty_martin-1007
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