Ep #274: Life Planning as a Fiduciary Responsibility: An Interview with George Kinder and Lora Woodward
Behind The Advisor · Behind The Advisor
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Show Notes
We're honored to have George Kinder, who many know as the founder of life planning, and Lora Woodward, Communications Director at the Kinder Institute, on the show today to discuss the Seven Stages of Money Maturity Post-Conference they have planned for XYPN LIVE.
On today's episode, we hear from George and Lora about what advisors can expect during the two-day training and what they can expect out of incorporating life planning into their firm. Lora and George discuss how life planning has the power to transform the standard client/advisor relationship and turn a financial planning engagement into a long-term, meaningful relationship. George and Lora remind us that listening and mindfulness are fundamentals of the client/advisor relationship.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/274