Skip to main content
George Kinder

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.

Jan 20, 2026

28:44
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.
29:02
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.
29:15
And so we do that in our program just to be compliant, but we look at the numbers very briefly.
29:19
It doesn't take long to look at a net worth statement.
29:25
or a profit and loss statement, a cash flow, to see pretty much where the client is financially.
29:33
You can do that.
29:34
I mean, if you're good at it, you can probably do that in a matter of seconds.

50 MINS LATER

79:16
Very cool.

We value your privacy

We use cookies to understand how you use our platform and to improve your experience. Click “Accept All” to consent, or “Decline non-essential” to opt out of non-essential cookies. Read our Privacy Policy.