Adviser 3.0: The Podcast

Ep 30 - Abraham has a fantastic conversation with ‘The Father of Life Planning’ George Kinder, covering the importance of an emotional link with clients, the powerful question of freedom and much more


Listen Later

Abraham has a fantastic conversation with ‘The Father of Life Planning’ George Kinder, covering:

  • How George started out in the industry
  • The Kinder Institute, how it started and the structure of it
  • The difference between life planning vs. traditional financial advice
  • The emotional side of life planning and the importance of establishing an emotional link with clients
  • What is it that gets clients talking?
    What does freedom mean to them?
  • George’s famous three questions…
  • The practice of mindfullness and how it’s so valuable to financial practice
  • ...more
    View all episodesView all episodes
    Download on the App Store

    Adviser 3.0: The PodcastBy Abraham Okusanya


    More shows like Adviser 3.0: The Podcast

    View all
    Wake Up To Money by BBC Radio 5 Live

    Wake Up To Money

    57 Listeners

    Money Clinic with Claer Barrett by Financial Times

    Money Clinic with Claer Barrett

    62 Listeners

    The Meaningful Money Personal Finance Podcast by Pete Matthew

    The Meaningful Money Personal Finance Podcast

    90 Listeners

    The Money To The Masses Podcast by Damien Fahy

    The Money To The Masses Podcast

    15 Listeners

    Investors' Chronicle by Investors' Chronicle

    Investors' Chronicle

    16 Listeners

    This is Money Podcast by This is Money

    This is Money Podcast

    43 Listeners

    NextGen Planners by NextGen Planners

    NextGen Planners

    4 Listeners

    AJ Bell Money & Markets by AJ Bell

    AJ Bell Money & Markets

    14 Listeners

    On The Money by interactive investor

    On The Money

    5 Listeners

    The High Performance Podcast by High Performance

    The High Performance Podcast

    639 Listeners

    Many Happy Returns by PensionCraft

    Many Happy Returns

    38 Listeners

    TRAP: The Real Adviser Podcast by Alan Smith; Andy Hart; Carl Widger; Nick Lincoln

    TRAP: The Real Adviser Podcast

    4 Listeners

    Merryn Talks Money by Bloomberg

    Merryn Talks Money

    49 Listeners

    Making Money by Most

    Making Money

    7 Listeners

    The Rest Is Money by Goalhanger

    The Rest Is Money

    313 Listeners