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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George Kinder: 4 Top Tips to make WFH a success

Is it possible to do Life Planning online and from home? Definitely, yes!

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Kinder: Wisdom and Life Planning in the Coronavirus Era

On 2 April, I celebrated my 72nd birthday. It was a joyful day with my wife and daughters spent at our rustic New England home overlooking a pond. 

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