S3:E4 Is there a real difference between financial planning and life planning?

In this week's episode we talk to George Kinder CFP about why he became a CFP professional and why that wasn't enough for his clients. George gives practical tips on how to improve your client discussions which lead to a deeper understanding of what they want to achieve with their wealth.  He also shares some rare insights into some of his own failures and regrets and shares how they spurred him on to do better for his clients. We also discuss the rise of financial coaching offerings for financial planners and explore how these might benefit both planners and their clients. George Kinder Bio: Internationally recognized as the father of the Life Planning movement, Harvard-educated George Kinder revolutionized financial advice for over 30 years by training thousands of professionals globally in the field of financial life planning. After 30 years as a practicing tax adviser and financial planner, he founded Kinder Institute of Life Planning in 2003, delivering experiential training programs for professionals that help clients identify their most profound dreams of freedom, and then use financial skills to deliver them. You can find Registered Life Planners through the company's Life Planner Search. George is the author of seven books, including three books on money, The Seven Stages of Money Maturity, Lighting the Torch, and Life Planning for You; a book on mindfulness, Transforming Suffering into Wisdom; his recently acclaimed, A Golden Civilization & The Map of Mindfulness; and two books of poetry and photography, including his latest project, Reflections on Spectacle Pond.