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The Next Frontier

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:

  • How the complexities around the idea of freedom have evolved
  • The connection between money management, freedom, and financial advisors’ role in guiding families
  • Key questions to ask during the initial meetings with clients
  • The meaning of Golden Civilization Conversations
  • Ways advisors can add value in their clients’ lives by helping them think differently
  • Why the practice of mindfulness matters and what its benefits are


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


Disclosures: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2019, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public.