Season 5 Episode 41 - True Holistic Planning ft. George Kinder
About our guest…
George is internationally recognized as the father of the Life Planning movement, he has revolutionized financial advice for over 30 years by training thousands of professionals in 30 countries in the field of financial Life Planning.
After 30 years as a practicing tax adviser and financial planner, he founded Kinder Institute of Life Planning, delivering experiential training programs for professionals that help clients identify their most profound dreams of freedom and then use financial skills to deliver it.
George is the author of six books, including three books on money, The Seven Stages of Money Maturity, Lighting the Torch, and Life Planning for You; a book on mindfulness, Transforming Suffering into Wisdom; one book of poetry and photography; and his recently acclaimed, A Golden Civilization & The Map of Mindfulness.
He was the first winner of the Financial Planning Association’s Heart of Financial Planning Award which recognizes “individuals who demonstrate commitment and passion in doing extraordinary work to contribute or give back to the financial planning community and/or the public.”
George has also been named “One of the 35 most influential people in financial services,” “One of the top Icons & Innovators in the financial planning industry,” “the first of 15 transformational advisors whose vision most changed the industry,” and has been inducted into the Financial Planning Magazine Hall of Fame.
What 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 from this podcast…
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