From History to Legacy: How The Planning Center Builds for the Future with Eric Kies (Ep. 6)

When a firm chooses people over ego, everything changes. In this conversation, CEO Eric Kies joins Jude Boudreaux and Caleb Arringdale to share how The Planning Center shifted from individual silos to an ensemble practice where clients are served by a team, not a single advisor. They talk candidly about investing in “soft” skills like communication, coaching, and retreats, why that’s actually the hard work, and how a 50-year vision creates stability for families across generations. You’ll hear stories about building systems, giving up control, and the human moments that money can’t solve, but great planning can hold. What to expect: Ensemble vs. siloed practices in plain language The 50-year sustainability mindset Why culture work beats quick wins AI as a tool, not a substitute for real connection And more! Resources: Learn more at theplanningcenter.com Follow The Planning Center on LinkedIn and YouTube for new episodes. Connect with Jude Boudreaux CFP®:  The Planning Center LinkedIn: Jude Boudreaux [email protected] Phone: (504) 717-4862 Connect with Caleb Arringdale: LinkedIn: Caleb Arringdale [email protected]  Phone: (309) 797-4030 Connect with Eric Kies: LinkedIn: Eric Kies [email protected] Phone: (309) 797-4030 About our Guest:  As the president of The Planning Center, Eric Kies is responsible for the daily management of the firm. Eric’s long-term goal for the firm is to continue building a team of talented financial planners and staff who are ready to serve successive generations of families. He wants our firm and its lead planners to be a resource in the community that people can turn to and trust for solutions to their problems. In Eric’s work with clients, his focus is on working with business owners and executives with complex planning needs and goals, such as those with significant or irregular incomes.