'There's a movement going on in the world of financial planning. A movement away from calculators, products and spreadsheets; towards emotional connection, engagement and experience. As the profession continues to evolve, so too does the way we operate as financial planning professionals and businesses.' Here, I share a personal story to help illustrate the power of emotional connection in client engagement.
Mortgages: to repay or not repay?
If a country’s financial persona could be summed up succinctly, the UK’s would most certainly be defined by our obsession with property, home ownership and mortgages.