07.28.2022 - Life Planning
How to Begin a Life Planning Conversation
Presented by 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 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.