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George Kinder, often referred to as the “father of life planning,” has transformed financial planning by shifting its focus from numbers to clients’ life goals. His pioneering work in financial life planning emphasizes aligning financial strategies with what clients value most, helping them lead meaningful lives.
Why George Kinder is Inspirational
George Kinder’s Three Questions framework has become a cornerstone of life planning. By asking clients:
- What would you do if you had all the money you needed for the rest of your life?
- How would you spend your time if you learned you only had 5 to 10 years left to live?
- What would you regret not doing if you learned you had just 24 hours left?
he has helped advisers uncover clients’ deepest aspirations and fears.
Through his Kinder Institute of Life Planning, George has trained advisers worldwide to integrate life-centered conversations into their practices. His focus on listening, empathy, and purpose has reshaped the adviser-client relationship.
How George Kinder Influenced Me
George’s teachings reinforced the importance of understanding my clients beyond their financial circumstances. His Three Questions framework has helped me guide clients in uncovering what truly matters, allowing me to build plans that support their aspirations. His emphasis on active listening has also shaped how I approach client meetings, ensuring I understand the “why” behind their goals before focusing on the “how.”
