Clients' best friend: What a trip to the vet taught this adviser about financial planning

Clients' best friend: What a trip to the vet taught this adviser about financial planning

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One trip to an emergency vet was enough to illustrate to Susan Jordan the often-unknown benefits of financial planning...

There has been much debate and articles recently on defining financial planning. I've been thinking about this one from three viewpoints, both personally and professionally, and the more I see of financial planning the more I understand the role financial planners play in clients' lives. Now here's where you need to bear with me, even if you aren't a dog lover! We had a big old dog, who'd been diagnosed with terminal cancer, had bad arthritis and generally his body got to the stage where it was shutting down. Not a nice experience for anyone, but it happens. On the day he had de...

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