Ep 015: Why Life Planning Is Simply Financial Planning Done Right with George Kinder
Financial Advisor Success
00:00
How to Do Financial Planning for Your Clients
Most life planners get clients who are eager to do this kind of work. It's not awkward at all for them. Most clients come in to see us with something that's really quite important about themselves, that they'd love to share. And most clients leave disappointed that they were never able to share it. So what you're trying to do is have a very open-ended kind of approach so that the client moves into what is most important and urgent for them to share.
Transcript
Play full episode
