Teaching Note: between culture and client: a financial advisor’s dilemma Available to Purchase

A case in the currency of emotions: This case examines how deeply ingrained emotional narratives, particularly money scripts and cultural obligations such as filial piety, can profoundly influence financial behavior. While framed within a financial advisory setting, it reaches far beyond balance sheets and budgets. It invites students to explore how psychological, familial and cultural beliefs intersect in the context of financial planning. The protagonist, a young working professional, presents a relatable dilemma: earning well, spending often and saving little, yet cannot understand why. This case encourages a broader reflection on the emotional undercurrents of financial decisions, especially in contexts...