New Planner Podcast

Ep #196: How to Become a Life Planner with George Kinder


Listen Later

George Kinder is the founder of the Kinder Institute of Life Planning, and he joins the show today to discuss his career and how he got started in the financial planning profession. He explains his definition of life planning, addresses critics of his approach, and discusses what excites him most about the profession. If you're interested in learning how to integrate life planning into your practice or hearing from a pioneer in the field, this episode is for you!

Listen in as George shares how he developed the life planning process, built and sold his firm, and transitioned to coaching and training other financial planners in life planning. He also walks us through his famous three questions that reveal clients' aspirations, regrets, fears, and dreams. Don't miss hearing insights from his recent book, The Three Domains of Freedom, and the essential first step for new planners starting their careers.

You can find show notes and more information by clicking here: https://bit.ly/4eaZbOq

...more
View all episodesView all episodes
Download on the App Store

New Planner PodcastBy Caleb Brown

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

28 ratings


More shows like New Planner Podcast

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,209 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

803 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

675 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,026 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

585 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

464 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,111 Listeners

The Long View by Morningstar

The Long View

917 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

241 Listeners

BIF Bites by BIF Crew

BIF Bites

96 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

114 Listeners

Series 65 Exam Podcast by Franz Amussen

Series 65 Exam Podcast

20 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

947 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

134 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

150 Listeners