FT Adviser – This article interviews George and how he developed his life planning methodology, its heavy focus on fiduciary, and how we should all be wary of product sales in the financial advising industry. Credit: Ellie Duncan – https://www.ftadviser.com/your-industry/2019/01/23/how-to-give-clients-the-best-conversation-of-their-lives/
Life Planning in the News
How to Give Clients the Best Conversation of their Lives
Share the Article
Recent Posts
Stay In Touch With The Latest News From Kinder Institute!
Receive updates on new and upcoming courses, the latest news in Life Planning, and our most recent blog posts.
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.