A Lifetime in Planning: in conversation with George Kinder

George Kinder, Author, Speaker and Thought Leader.
David Jones, Head of the UK & Ireland Advisor Group, Dimensional Fund Advisors

George Kinder has been in the financial planning profession for nearly 50 years. In his early years as a financial planner, he discovered a more powerful way to engage his clients in conversations that transformed not only their lives but also influenced change in the financial planning profession. George developed those early conversations into a system called financial life planning and a process that could be taught to other advisers. Today, George is widely acknowledged as the creator of financial life planning. He founded the Kinder Institute of Life Planning in 2003 and has trained over 3,000 professionals in 30 countries to be life planners. 

In this POWER Webinar, George is in conversation with David Jones of Dimensional and they will explore how the lives financial planners and clients, and those whom they influence, can be transformed by Life Planning.
George and David will talk for 40 minutes, leaving time for you to ask your own questions.
Key learning points: •

Learning Outcomes:

  • How the three life planning questions can form the basis of a powerful client conversation
  • Why the EVOKE process provides such a comprehensive framework for strengthening and enhancing the adviser-client relationship
  • Why the ability to hold these conversations with your clients is so impactful, not just for your clients, but for your own life and the role you can play in society.