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George Kinder: Helping clients cope with 'Black Swans'

As Financial Planners, we have been well trained to help our clients navigate the so-called 'black swan' events of our time. Here I want to address the life planning issues impacted by these events that might be less familiar. 

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Q&A with Life Planning guru George Kinder

 

Financial Planning Today editor Kevin O'Donnell recently caught up with Life Planning guru George Kinder, one of the world's best known advocates for Financial Planning, about his new book, his views on the profession in 2022 and how he sees the long-term impact of Covid-19 on the way Financial Planners work.

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George Kinder: Life Planning v Financial Planning

When a client meets with a Financial Planner they want to feel that their life is special.

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George Kinder: Creating powerful online client engagement

The pandemic has forced many of us to turn to online platforms for hosting client engagements. Meetings that may have begun with the adviser greeting their client with a handshake or perhaps a hug, offering them a cup of tea, and leading them into a welcoming setting with comfortable seating and good lighting are no longer possible.

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