Financial Advisor Success Ep 473: Defending Against AI By Focusing On The Uniquely Human Aspects Of (Fiduciary) Life Planning with George Kinder
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Jan 20, 2026 In this discussion, George Kinder, founder of the Kinder Institute of Life Planning and a pioneer in fiduciary life planning, delves into the irreplaceable human connection in financial advising. He highlights how active listening and the EVOKE process empower advisors to help clients articulate their true values and aspirations. Kinder emphasizes that clients desire a life of purpose over mere financial metrics, sharing his insights from personal experiences and the transformative 'three questions' exercise—a tool to illuminate clients' priorities for a fulfilled life.
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Human Presence Trumps AI In Life Planning
- Life planning's power is human-to-human presence that catalyzes clients' deepest aspirations.
- George Kinder argues AI can mimic words but cannot match the rapid, multi-sensory listening that ignites a client's
Listening Is Far Faster Than Thinking
- Listening operates far faster than thinking and captures subtle emotional and sensory cues.
- Kinder links mindfulness practice to mastering presence, which enables those rapid listening 'mind moments'.
Friend Left Finance To Become Trainer
- George recounts a friend, David Jones, leaving finance to become a personal trainer and applying advisory creativity to fitness.
- The story illustrates the enduring value of human connection across professions despite automation.
