Rethink. Financial Advice

Beyond Fiduciary featuring George Kinder (Ep.15)


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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:

  • Shares how he views the financial advice market today
  • Opportunities that advisors are missing in the financial space
  • Actionable steps that advisors can take to use unleash fiduciary mindset
  • How we can save the planet! 
  • And more

Resources:

  •  Follow RethinkFA on LinkedIn

Connect With George Kinder:

  • Kinder Institute
  • LinkedIn: Kinder Institute 
  • Twitter: Kinder Institute
  • Free book! @ GeorgeKinder.com
  • LinkedIn: George D Kinder
  • Twitter: George D Kinder

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Rethink. Financial AdviceBy H. Adam Holt, CFP and Derek N.H. Notman, CFP

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