The AFCPE Blog is designed to provide new and insightful personal finance information for financial professionals – information that can be shared with both clients and consumers and provides new insights into education and practice.
Listening to our clients is the heart and soul of our counseling sessions. What we glean from our clients’ stories and discussions will become the foundation upon which we build possible solutions and, with the help of the client, create a plan that they will implement.
Does being ethical and honest lead a person to riches? And do bad people get their comeuppance? Or is it the other way around? Put differently, are rich or poor people more likely to engage in unethical behavior?
As we look to the new year, it is our hope that we can continue the momentum by combining our individual passions and areas of expertise to collectively solve the challenges we are facing as a society. These are uncertain times in our country and around the world. Our field and our professionals are a vital part of the solution.
Recap of a critical discussion. "We have important opportunities to lend our voices & efforts to positive social change for those we serve, beyond our opportunities to educate & motivate on an individual client level."
Monday, December 11 at 11:30 AM ET. Featuring special hosts Heather McCulloch, director of Closing the Women's Wealth Gap, and Tom Shapiro, author and thought-leader on the racial wealth gap.