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How To Manage Strong Emotions When Asking Clients Kinder Life Planning Questions -Kitces

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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.

While clients may feel vulnerable and uncomfortable having this discussion, advisors using the Kinder questions can help ease their clients’ discomfort by welcoming and normalizing any emotions that may come up, while keeping the focus on a deep exploration of the client’s priorities and specific goals. George Kinder explains that a difficult conversation can often lead to a deeper understanding of a client’s most important and immediate priorities.

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