Every so often our Financial Planning clients shock us with a desire for things which seem impossible.

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When a client meets with a Financial Planner they want to feel that their life is special.

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The pandemic has forced many of us to turn to online platforms for hosting client engagements. Meetings that may have begun with the adviser greeting their client with a handshake or perhaps a hug, offering them a cup of tea, and leading them into a welcoming setting with comfortable seating and good lighting are no longer possible.

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The Kinder Institute, the life planning educational body, is to hold a five day workshop on client engagement in Dorset from 20 - 25 October. Read more...