I first met George Kinder a few years after arriving in the UK. His Life Planning movement has provided a new and exciting guiding framework for advisers who are committed to delivering transformative advice to their clients, all around the world.
As I wrote about in a recent blog The Experience Revolution, it’s the firms that are able to institutionalise a transformative advice process that will retain their relevance and margins in the face of disruptive threats. If you’re looking for a methodology and philosophy to help you achieve this goal, then George and his Kinder Institute should certainly be on your radar. Read more