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 20039 - Financial Professionals: Is Neutrality Really Necessary?

Compact Disc

Financial Professionals: Is Neutrality Really Necessary?
Diane Diel, JD and Gaylene Stingl, MST, CPA, CVA

As the Collaborative process has evolved, so have differing approaches. In experimenting with ways to enhance our ability to meet our clients' needs, can the role of the Financial Professional on a Collaborative team be re-defined? The workshop will explore the role of the Financial Professional, examine the need for neutrality, consider the IACP Standards of Practice and Ethical Guidelines and address best practices for this key member of the Collaborative team.


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