Ep 015: Why Life Planning Is Simply Financial Planning Done Right with George Kinder
Financial Advisor Success
00:00
The Importance of Client Communication and Trust in Financial Planning
Financial therapy is still in that sort of financial planning context. We're forward looking, we're talking about goals and what we're moving towards. It's a short term process and it delivers the client into freedom. Michael: Is this just a flat out gap in the CFP boards curriculum and topics around financial planning? I mean it was a few years ago we formally added this category called client communication and trust to at least recognize some of these dynamics as part of the educational curriculum. Would you just view this is still a gap or do you think they need to be taught all the way down to the CFP board registered programs level? If life planning is financial planning done well, why not
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