HOW TO GIVE CLIENTS THE BEST CONVERSATION OF THEIR LIVES.

by Ellie Duncan

How many financial advisers think of themselves as life planners? 

George Kinder, founder of the Kinder Institute of Life Planning, believes advisers’ assumptions about their role have been shaped by providers and their focus on financial products.

He explains: “If you think about the history of financial advice it really started with insurance and providing widows, who were devastated with the death of their working husbands, with a way of funding their lives. Life insurance was sold. It was a sales process. 

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Video interview: Kinder warns advisers against pushing products

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By Damian Fantato

The financial service industry's domination by product providers has encouraged advisers to focus too much on their clients' finances, George Kinder has said.

Speaking to FTAdviser, the life planning trainer said advisers need to consider their clients' lives in the round and help them achieve their life goals.

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