Honoring the man who forever changed the financial planning profession – Dick Wagner

George Kinder Article in FP Today! Kinder: Chartered and Certified both unsustainable

Mike Kitces podcast – Why Life Planning Is Simply Financial Planning Done Right With George Kinder

The kind of annual client meeting you want to experience

Michael Fair-weather

February 2017

Someone told me five years ago to stop going on about George Kinder’s approach to life planning and start doing it for clients. Great advice!

I’ve just got back from a client meeting and was really delighted with the progress a couple with a young family have made since they became clients just over two years ago.

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Advisers that do not embrace a less finance-centric approach to their work will struggle to comply with a best interest duty, says the father of the ‘life planning’ movement

George Kinder

February 2017

In an interview with Morningstar India, Mr Kinder, a veteran financial adviser in the US and founder of the Kinder Institute of Life Planning, said that considering financial concerns of clients alone will not be sufficient to meet fiduciary tests imposed in a number of countries by law.

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