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

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.

A growth in numbers in Scotland has helped the US-based Kinder Institute of Life Planning notch up its 500th Registered Life Planner globally.

Is it possible to do Life Planning online and from home? Definitely, yes!