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.
(No subject)