Practitioners Unite! Our Profession & its Impact on Personal Relationships

For many AFC® & personal finance professionals, our drive and passion for our work comes from a desire to help others succeed with their money. Often times, this journey begins with our own personal money stories that we share with others. Next thing you know, a close friend or family member is asking for advice & the age old advice pops into our mind: “Don’t coach/counsel your family & friends.” But, is that really the best advice?

During this casual discussion, we will share our experiences when it comes to our profession and how it can impact personal relationships. Should we help those closest to us? How can we let go of guilt if we don’t help? What are some good ways to say “no”? Should we offer discounts to family or friends? What can we do when our close circle expects our services for free?