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Rethink: The Financial Advisor Podcast Episode 15

Episode 15: Beyond Fiduciary featuring George Kinder

The financial advice industry should be fiduciary – putting the needs our clients first, always.  We must look at the best interests of our clients at a minimum, and make listening core to the work we do with our clients.   We should consider things like a life plan, a foundation of freedom, and as an advisor, you should becoming more of a holistic advocate by putting yourself in the shoes of your client to truly understand what they desire.

Connect with your clients to find out their ‘why’ by asking the right questions.

Find out more in this episode, as Adam Holt and I invite George Kinder into the Rethink Tank to talk about the critical mindset of being a client fiduciary. George shares his perspective of how financial advice can help people find meaning and that we should all start with listening.

To summarize, George discusses:

  • How he views the financial advice market today
  • Opportunities that advisors are missing in the financial space
  • Actionable steps that advisors can take to use unleash fiduciary mindset
  • How we can save the planet!
  • And more

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About George Kinder:

Internationally recognized as the father of the Life Planning movement, the Harvard-educated George Kinder revolutionized financial advice for over 30 years by training thousands of professionals globally in the field of financial Life Planning. He founded the Kinder Institute of Life Planning in 2003 after 30 years as a practicing financial planner and tax advisor. George is the author of seven 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; his recently acclaimed, A Golden Civilization & The Map of Mindfulness; and two books of poetry and photography, including his latest project, Reflections on Spectacle Pond.

Beyond Fiduciary featuring George Kinder (Ep.15)

    Riskalyze Advisor Appreciate Award - Conneqtor
    February 16, 2022

    […] a recent Rethink Podcast, we spoke at length about trust within the financial industry, and without giving too much away, […]

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