CFFP #41 - True Holistic Planning ft. George Kinder

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Today we have George Kinder internationally recognized as the father of the Life Planning movement.  He’s revolutionized financial advice for over 30 years by training thousands of professionals in 30 countries in the field of financial Life Planning through the Kinder Institute of Life Planning.

 

In our discussion we talked about:  

 

🎙️ What defines financial planning?  

🎙️ What is meant by the term “holistic”?
🎙️ How does one become a complete planner?  

🎙️ What’s next for the planning profession?

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