George Kinder: Life Planning v Financial Planning
- Monday, 22 November 2021
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When a client meets with a Financial Planner they want to feel that their life is special.
Read more...George Kinder: Creating powerful online client engagement
- Monday, 15 February 2021
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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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