Advisors Collaborating With Therapists for Clients Money Issues

by | Financial Therapy, Healthy Money Relationships, In The News


“Amid all the chaos and anxiety wrought by the tumultuous stock market and murky economic outlook, a small but growing number of advisers are enlisting the help of therapists — not for themselves but for their clients.”  Lisa Shidler from Investment News magazine interviewed Rick along with several other advisors and psychologists who collaborate with each other to help clients resolve tough money decisions quicker. 

She writes that, “a therapist can also help advisers avoid awkward conversations with clients about circumstances that are simply beyond their expertise.  Read more on what Rick has to say here.

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