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20: George Kinder | The Future of Financial Planning is Life Planning

20: George Kinder | The Future of Financial Planning is Life Planning

FromThe Human Side of Money


20: George Kinder | The Future of Financial Planning is Life Planning

FromThe Human Side of Money

ratings:
Length:
91 minutes
Released:
Apr 14, 2021
Format:
Podcast episode

Description

Financial planning without any regard for the person's dreams, values, and life they want to live is nothing more than numbers on paper. A person's dreams, values, and life they want to live without any regard for money is nothing more than a fantasy. Life planning is simply connecting the client's dreams and values with the strategies of financial planning that create the life of freedom that person has always envisioned. George Kinder, the father of the life planning movement, joined the show to discuss: The two pieces of advice that George gives to anyone that wants to become a great listener "The Pause" - the one skill he said every advisor should know and learn The two things they train advisors to listen for to enhance the conversation A deep dive into the famous three questions and the best practices for applying them "Lighting The Torch" - the key step in the life planning process that ignites behavior change   For more information and resources discussed in this episode, visit: www.wiredplanning.com/episode20 To join a community of like-minded advisors and planners around the world looking for top-notch insights and information on how to leverage behavior, psychology, communication, and emotion to master the human side of money, visit Wired Planning. Follow Brendan: Twitter LinkedIn
Released:
Apr 14, 2021
Format:
Podcast episode

Titles in the series (100)

The Human Side of Money delivers actionable ideas and strategies to equip financial advisors with the skill set they need to master the human side of money. Whether you've been providing financial advice for 40 days or 40 years, it's evident that technology is shifting your value away from simply picking investments and providing financial plans. The future of advice will hinge on your ability to guide clients through the process, unearth their values and emotions around money, and ultimately, change their behavior for the better. Join your host, Brendan Frazier, as he interviews fellow financial advisors, industry consultants, and experts in the fields of behavioral finance, psychology and communication as they share everything you need to know to master the human side of money!