Skip to main content


In the world of financial planning, it is crucial to create an atmosphere where clients feel comfortable and at ease.   We often work with clients who due to life events, must come to terms with their finances, possibly for the first time and this is extremely daunting for them.   

One approach we have used in certain circumstances, when we know in advance the client is a dog lover, is to incorporate Rory into client meetings.  Our furry companions can provide a multitude of benefits, from reducing stress and anxiety to fostering open communication. 


In this blog, we discuss some of the advantages of using dogs in client financial planning meetings and how they can help clients relax.  


1.Easing Tension and Anxiety:  

Financial planning involves discussing sensitive topics which can leave clients feeling overwhelmed or apprehensive.  Dogs have an innate ability to sense human emotions and their presence can help alleviate tension and anxiety, allowing clients to feel more comfortable sharing their concerns and goals.  


2.Enhancing Emotional Well-being:  

Studies have shown that interacting with dogs can boost the production of oxytocin, a hormone associated with feelings of happiness and relaxation. The simple act of petting a dog can lower blood pressure, reduce stress levels, and increase overall well-being.  

By incorporating dogs into financial planning meetings, clients can experience these emotional benefits, which can positively impact their decision-making process.  


3.Facilitating Trust and Rapport:  

Building a trusting relationship between financial planners and clients is crucial for the success of the planning process. Dogs can act as “icebreakers” during meetings, providing a common topic for discussion and helping to establish rapport. Their presence can make the environment feel more welcoming and friendly, allowing clients to feel more at ease. 


4.Encouraging Active Listening and Engagement:  

The presence of dogs can promote active listening and engagement during client meetings. Dogs often serve as non-judgmental listeners, providing clients with a safe space to express their thoughts and concerns. This can lead to more open communication, as clients may feel less guarded and more inclined to share personal financial information.  


5.Adding a Personal Touch:   

Financial planning is a deeply personal process, and incorporating dogs into client meetings adds a warm and personal touch. Clients are more likely to remember and feel connected to a financial planner who goes the extra mile to create a unique and memorable experience.  

These furry companions have a remarkable ability to alleviate tension, enhance emotional well-being, and encourage open communication.  


Not everyone is a dog lover, so it goes without saying this approach is not for everyone, but we have found, when appropriate, incorporating dogs into client meetings, creates a more welcoming and relaxed environment, ultimately leading to more productive and successful outcomes for our clients.  


So, why not embrace the therapeutic power of dogs and unleash their positive impact on client financial planning meetings.