Abstract
The topics to be covered in this chapter are: The client/financial counselor relationship and how it is established, how diversity in clientele will influence the counseling approach, best practices and standards in counseling, the role of the counselor and expectations of the client including client resistance, the stages of counseling, intake, action plans, postponing or terminating financial counseling relationships, identifying and making referrals, and client resources.
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Osteen, S.R., Ford, M., Wilson, J. (2019). The Practice of Financial Counseling. In: Durband, D., Law, R., Mazzolini, A. (eds) Financial Counseling. Springer, Cham. https://doi.org/10.1007/978-3-319-72586-4_3
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DOI: https://doi.org/10.1007/978-3-319-72586-4_3
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