How to Give Clients the Best Conversation of their Lives

Life Planning in the News

How to Give Clients the Best Conversation of their Lives

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The overarching vision of the Kinder Institute is to bring Life Planning to everyone in the world by increasing the public’s knowledge about and demand for Life Planning, and by training Life Planners and helping them continue to develop their skills and practices.

FT Adviser – This article interviews George and how he developed his life planning methodology, its heavy focus on fiduciary, and how we should all be wary of product sales in the financial advising industry. Credit: Ellie Duncan – https://www.ftadviser.com/your-industry/2019/01/23/how-to-give-clients-the-best-conversation-of-their-lives/

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