“Until the advisor and client can discuss fears, conflicts, money beliefs, and biases openly, it will be difficult to stay on track or even build the right kind of plan,” writes Patricia Kummer, CFP® in her latest syndicated column. Psychology is an essential component of life planning. Advisors often struggle with experiencing emotional conversations with their clients. At Kinder Institute, we teach that it is essential for advisors to learn emotional intelligence and deepen their listening in order to better the lives of their clients. George D. Kinder‘s famous Three Questions provide a guide for advisors, helping them have authentic conversations with their clients while keeping an empathetic mindset.
Life Planning in the News
Mindset is crucial when planning-Centennial Citizen Independent
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