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“There’s only one thing you ever sell a client on, it’s their dream of freedom.” This is just one bit of the wisdom George Kinder shares as Reese’s special guest on this episode of the Elementality podcast.
Called the Father of the Life Planning movement, George has helped transform financial advice over his 50-year career. While in recent decades fiduciary financial planning has gained a great deal of momentum, listen to the advice of a life-long fiduciary on how you should be counseling your clients.
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3434 ratings
“There’s only one thing you ever sell a client on, it’s their dream of freedom.” This is just one bit of the wisdom George Kinder shares as Reese’s special guest on this episode of the Elementality podcast.
Called the Father of the Life Planning movement, George has helped transform financial advice over his 50-year career. While in recent decades fiduciary financial planning has gained a great deal of momentum, listen to the advice of a life-long fiduciary on how you should be counseling your clients.
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