XY Planning Network – In this in-depth blog post for XY Planning Network, BB Webb, who recently attended a Kinder Institute training, shares how a client might experience the George Kinder’s life planning exercises, taking readers through his famous three questions and discussing the five pursuits, five categories that client dreams tend to fall under. Credit: BB Webb – https://blog.xyplanningnetwork.com/advisor-blog/uncovering-your-clients-value-while-sharing-your-own
Life Planning in the News
Uncovering Your Clients’ Values While Sharing Your Own
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