Opal Wealth Advisors | 6/23/2023
George D. Kinder and Lee Korn chat about the value of the life planning process for financial advisors and the philosophy behind why it works so well. George says that life planning involves "listening to the client in a way that they can feel your responsiveness to both the challenges that they've had in their life... and the things that they just love to do." The rapport built through this deep listening allows clients to feel comfortable and eager to share with their planner what would deliver them a life of profound meaning and fulfillment. As a graduate of the EVOKE® Life Planning Training, Lee shares his experience attending the course and implementing the method into his practice.