The power of planning: How one adviser's simple question helped save hundreds of lives

Throughout my 20-something years in the industry I've seen many examples of how good financial planning can have a profoundly positive effect on people's lives. I want to share with you a personal experience that highlights just how deep the relationship we have with our clients - and the wider impact it can have - can possibly go. This is a true story about how a simple question from an adviser changed someone's life, and subsequently the lives of hundreds of people. Many years ago, I joined a local financial planning firm as an in-house paraplanner. One of the firm's clients was a l...