George Kinder - Becoming a Fiduciary in All Things
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by George Kinder. George Kinder is a globally renowned financial philosopher, mindfulness teacher and founder of the Life Planning and Fiduciary In All Things movements. He revolutionized financial services by centering clients' dreams in their financial plans and has trained thousands of advisors in over 30 countries. His books, including The Seven Stages of Money Maturity and The Three Domains of Freedom, blend finance, mindfulness and ethics. A poet and photographer, Kinder’s work also explores nature, spirituality and the evolution of civilization. Through his writing and teaching, he continues to inspire a more purposeful, human-centered world.
Tune in to hear:
How did George Kinder arrive at his famous “three questions” and what do they unearth about peoples’ relationship to money that is so powerful?
How does Rogerian Psychotherapy, also known as client-centered therapy, inform Kinder’s approach and why can a client-centric approach be such a powerful tool for meeting your fiduciary responsibility to your clients?
What does George Kinder mean when he says “freedom is experiential” and what are its implications for advisors and clients?
Does George Kinder ever have to prime clients for what to expect from meetings where they are being listened to so intently, or do people just naturally enjoy this because it is such a rare occurrence in our modern world?
How might a planning meeting look different with a “Fiat” (Fiduciary in All Things) type of advisor?
How do we get everyone to act in a fiduciary manner, when undercutting others’ best interests often benefits a select few individuals?
Links
Connect with Us
Disclosures:
These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites.
Compliance Code: 3096-U-26295