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What do Life Planning and Dream of Freedom have to do with being a Fiduciary? In this episode, Adam & Derek invite George Kinder to talk about the critical mindset of being a client fiduciary. George shares his perspective of how financial advice can help people find meaning, and how it starts with listening.
George discusses:
Resources:
Connect With George Kinder:
Hosted on Acast. See acast.com/privacy for more information.
By H. Adam Holt, CFP and Derek N.H. Notman, CFP5
1919 ratings
What do Life Planning and Dream of Freedom have to do with being a Fiduciary? In this episode, Adam & Derek invite George Kinder to talk about the critical mindset of being a client fiduciary. George shares his perspective of how financial advice can help people find meaning, and how it starts with listening.
George discusses:
Resources:
Connect With George Kinder:
Hosted on Acast. See acast.com/privacy for more information.

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