History of Financial Life Planning pt 1 with George Kinder
b'George Kinder, CFP\\xae of The Kinder Institute of Life Planning has had an incredible impact on the development of financial life planning. To hear him speak about the human element within financial planning is inspiring, and absolutely necessary for all planners \\u2013 whether you\\u2019re new to the field, or you\\u2019ve been a planner for decades. In the early 1990s, George Kinder and Dick Wagner partnered together to discuss: \\n\\nThe skillset advisors needed to hone to in order to engage in financial life planning\\nThe philosophy behind financial life planning\\nThe ways that the human component of money can positively impact financial planning as a profession, the lives of financial planning clients, and our world as a whole\\n\\nIn this episode, George covers a lot of ground. He discusses the beginning of the financial life planning movement within the FPA \\u2013 from the founding of Nazarudin, to the growth of the movement, to how the initial financial life planning community worked to get the message out to the masses.\\n\\n\\n\\xa0\\nWhat You\\u2019ll Learn:\\n\\nWhat the beginning of the financial life planning movement looked like\\nWho was involved at the onset of this movement\\nHow the Nazarudin movement began, and how it still exists today\\nWhat the three phases of the financial life planning movement has looked like, and how it\\u2019s grown over time\\nThe \\u201cwhy\\u201d behind financial life planning\\nThe importance of developing a \\u201cone hour\\u201d life plan for everyone \\u2013 not just those privileged enough to have access to advisors\\nThe different exercises that financial life planning moves through\\nWhat questions are the \\u201cright\\u201d questions to wrestle with with your clients \\u2013 questions like \\u201cWhat is it to be human?\\u201d or \\u201cWhat is it to be human in this world?\\u201d\\n\\n\\xa0\\nFPA Retreat'