Webinar Replay

How to Begin a Life Planning Conversation
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George KinderGuest Expert: George Kinder, Kinder Institute of Life Planning

Great financial advice starts with and is built on a foundation of great listening. Learn from  George Kinder, the Father of Life Planning, how to develop authentic and trustworthy relationshi...

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vsaslow 4 years 1 month ago
Am I able to receive CPE by watching the replay?
Am I able to receive CPE by watching the replay?

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Great financial advice starts with and is built on a foundation of great listening. Learn from  George Kinder, the Father of Life Planning, how to develop authentic and trustworthy relationships with your clients. Joined by Registered Life Planner® Brad Tafoya, CPA, CFP®, George demonstrated the framework and key skills used by life planners globally to efficiently and effectively ensure that a client’s resources are completely aligned with their life’s ambition. Get your clients completely engaged in the work you are doing together and start delivering them into their dreams of freedom.