George Kinder: Delivering the impossible dream
- Monday, 19 June 2023
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![George Kinder, founder of Life Planning](/media/k2/items/cache/cb9a0c5e31d44c3ec38f11a521085254_Generic.jpg)
Every so often our Financial Planning clients shock us with a desire for things which seem impossible.
Read more...George Kinder: Life Planning v Financial Planning
- Monday, 22 November 2021
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![George Kinder, founder of Life Planning](/media/k2/items/cache/8705dbc2c4d7ebb8953d982e220570e6_Generic.jpg)
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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![George Kinder, founder of Life Planning](/media/k2/items/cache/dcc408640a1a34292c73f8ea13e52192_Generic.jpg)
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.
Read more...Kinder Institue to hold client engagement workshop in Dorset
- Tuesday, 24 September 2013
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![George Kinder, founder of the Kinder Institute](/media/k2/items/cache/4e0aebaeae04377317c3bf7d82a6e2f0_Generic.jpg)
The Kinder Institute, the life planning educational body, is to hold a five day workshop on client engagement in Dorset from 20 - 25 October.
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