Recorded by: Adam Holt & Derek Notman
What do Life Planning and Dream of Freedom have to do with being a Fiduciary?
In this episode, Adam Holt & Derek Notman invite George Kinder into the Rethink Tank to talk about the critical mindset of being a client fiduciary. George shares his perspective of how financial advice can help people find meaning, and how it starts with listening.
George discusses:
- Shares how he views the financial advice market today
- Opportunities that advisors are missing in the financial space
- Actionable steps that advisors can take to use unleash fiduciary mindset
- How we can save the planet!
- And more