Dec 4, 2019
While traditional advisor training is centered around money and finances, today’s guest has a different view, focused on care, empathy, and an understanding of what matters most for clients. Author and Founder of the Kinder Institute of Life Planning, George Kinder, joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss how advisors can have conversations that go beyond the numbers.
In this episode, you’ll hear:
George Kinder is the founder and CEO of the Kinder Institute of Life Planning, a financial Life Planner training company where he’s revolutionized what he refers to as client-centered financial advice with in-depth training programs experienced by thousands of advisors across the globe. In his latest book, A Golden Civilization and the Map of Mindfulness, George draws on his 50 years of experience as a mindfulness practitioner, his work as a life planner, and his experience training financial advisors globally to challenge the basic concepts of economics, our understanding of democracy, of space and time, and our own hearts.
More about George
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