How to Build a Life Plan for Your Client

You’ve undoubtedly heard of “life planning” within the financial planning world, but we’ve got the originator himself with us today on Financial Advisor Success. 

In this episode, George Kinder talks about his early career and the inception of life planning. He shares the three questions he asks of new clients to get to know them, and the short- and long-term goals he often has clients identify. For George, life planning is the first step of any good financial plan - get to know your client well, and then figure out how you can help them become who they’re meant to be.

George also shares how life planning became so popular in the first place and how he transitioned away from and sold his financial planning firm to teach life planning full time. He also talks about the other passions in his life, and why finding and holding onto freedom is the main motivating factor for all of his work.

Get the full show notes and transcript for this episode at: https://www.kitces.com/15