George Kinder: Life Planning v Financial Planning

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

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George Kinder: Creating powerful online client engagement

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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Kinder Institue to hold client engagement workshop in Dorset

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...
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