
George Kinder
George Kinder, founder of the Kinder Institute of Life Planning, is known as the "father of life planning" and trains financial advisors worldwide in fiduciary, client-centered planning.
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Jan 20, 2026
Defending Against AI By Focusing On The Uniquely Human Aspects Of (Fiduciary) Life Planning with George Kinder
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Michael KitcesHOST
Help us understand more what the difference is between the way we all go out there and try to do goals and discovery with clients and what you're talking about in, I think, mostly the E and the V part of this process.

George KinderGUEST
So the goals discovery, I mean, one of the – The things I think that the board has wrong in a way is they say you've got to go to the numbers first.

George KinderGUEST
And so we do that in our program just to be compliant, but we look at the numbers very briefly.

George KinderGUEST
or a profit and loss statement, a cash flow, to see pretty much where the client is financially.

George KinderGUEST
I mean, if you're good at it, you can probably do that in a matter of seconds.
50 MINS LATER