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. 

Read full article here…

FT Adviser.png