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CFFP #41 - True Holistic Planning ft. George Kinder
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.
Today we have George Kinder internationally recognized as the father of the Life Planning movement. He’s revolutionized financial advice for over 30 years by training thousands of professionals in 30 countries in the field of financial Life Planning through the Kinder Institute of Life Planning.
In our discussion we talked about:
🎙️ What defines financial planning?
🎙️ What is meant by the term “holistic”?
🎙️ How does one become a complete planner?
🎙️ What’s next for the planning profession?
Resources:
Are you a current or aspiring financial professional? Click here to join the Jumpstart community!
Listen to previous podcast episodes, clicking here.
Join our weekly newsletter, click here.
Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here.
If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.
And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.
Please leave a review right now, click here.
Thanks again for listening, reading, and watching!
View all episodes
By Dominique Henderson, CFP®
5
3636 ratings
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.
Today we have George Kinder internationally recognized as the father of the Life Planning movement. He’s revolutionized financial advice for over 30 years by training thousands of professionals in 30 countries in the field of financial Life Planning through the Kinder Institute of Life Planning.
In our discussion we talked about:
🎙️ What defines financial planning?
🎙️ What is meant by the term “holistic”?
🎙️ How does one become a complete planner?
🎙️ What’s next for the planning profession?
Resources:
Are you a current or aspiring financial professional? Click here to join the Jumpstart community!
Listen to previous podcast episodes, clicking here.
Join our weekly newsletter, click here.
Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here.
If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.
And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.
Please leave a review right now, click here.
Thanks again for listening, reading, and watching!