#181: Chapter 3 - The Practice of Financial Counseling

Josh and Emily discuss the third chapter of the Financial Counseling textbook, The Practice of Financial Counseling.

Top takeaways:

• Relationship building is key.
• There’s a fine line between being supportive and being an enabler.
• Make sure you set boundaries around what you can and cannot do for clients.
• It’s important to leave space for clients to suggest their own ideas.
• The more time you spend listening, the better you’re able to help your clients.

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