Amidst hypothesis that Synthetic Intelligence-powered software program might take enterprise from human advisors, among the most significant work advisors do entails one thing software program can’t replicate: deep human-to-human connection. This episode explores how life planning, lively listening, and values-based discovery can assist shoppers articulate what actually issues and obtain a way of freedom that goes past monetary outcomes.
George Kinder is the founding father of the Kinder Institute of Life Planning, which trains monetary advisors globally in fiduciary, client-centered planning. Pay attention in as George explains why life planning is essentially social, and why even essentially the most superior AI instruments can’t substitute the empathy, presence, and silence required to grasp a consumer’s inside motivations. You may learn the way his EVOKE framework guides advisors by exploratory conversations, how the well-known “three questions” assist shoppers make clear what a super life seems like below totally different time horizons, and the way confronting an sickness himself led him to revisit his private solutions—and reshape his legacy with intention.
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