Rosemarie McKinnon CFP, RLP chats with George D. Kinder about the relevance of the EVOKE® process in putting the client first when creating client-centered financial planning. Rosemarie earned the Registered Life Planner® designation in 2010 and uses the life planning method with her clients at IG Wealth Management. She chose Kinder Institute’s training program after Googling “financial planning and spirituality” because she wanted her work with clients to be more authentic to who she is, rather than just being about the money.
George Kinder’s Holistic Path to True Wealth – Advisor 3.0
November 19, 2024
