What should a financial counter avoid during meetings?

Sharing personal information during meetings can compromise the professionalism and trust required in a financial counseling relationship. Financial counselors are expected to maintain clear boundaries and protect their privacy while focusing on the client's needs and concerns. By refraining from sharing personal information, counselors can help establish a safe and effective environment for clients to disclose their financial situations and seek guidance. This allows the counselor to remain objective and focused solely on providing assistance tailored to the client's circumstances without the influence of personal biases or experiences.

While giving financial advice is a core responsibility, it's crucial that it be grounded in the client's unique situation and within the bounds of regulatory compliance. Offering refreshments and breaks can actually enhance the meeting atmosphere, fostering a comfortable environment for discussion.