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Why To Use George Kinder’s 3 Life Planning Questions With Financial Planning Clients -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.

As part of his Life Planning approach, George Kinder developed three questions that probe deeper into a client’s hopes, dreams, and fears, to help advisors develop more complete and impactful financial plans. Kinder aims to help clients better understand what they are really looking for in life while allowing the advisor to create a better financial plan and enhance client loyalty.

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