57 min

Integrating Life Planning with Financial Planning and the Path to the Golden Civilization with George Kinder Advisor Elevation

    • Investimentos

In this episode of Advisor Elevation, George Kinder joins the show to discuss the importance of Life Planning within a financial planning process.  George dives deep and elaborates further on his “3-questions” (referenced in episode 6) and provides context to help advisors implement this in their practice immediately.  Also, we get to hear about George’s recent work, which includes his book titled A Golden Civilization and a Map of Mindfulness and how his efforts have sparked a grassroots movement across the globe.  This is an episode you won’t want to miss! 

In this episode of Advisor Elevation, George Kinder joins the show to discuss the importance of Life Planning within a financial planning process.  George dives deep and elaborates further on his “3-questions” (referenced in episode 6) and provides context to help advisors implement this in their practice immediately.  Also, we get to hear about George’s recent work, which includes his book titled A Golden Civilization and a Map of Mindfulness and how his efforts have sparked a grassroots movement across the globe.  This is an episode you won’t want to miss! 

57 min