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Ep 08: Integrating Life Planning with Financial Planning and the Path to the Golden Civilization with George Kinder

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Content provided by Mark Mersman and Matthew Eilers. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Mersman and Matthew Eilers or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode of Advisor Elevation, George Kinder joins the show to discuss the importance of Life Planning within a financial planning process. George dives deep and elaborates further on his “3-questions” (referenced in episode 6) and provides context to help advisors implement this in their practice immediately. Also, we get to hear about George’s recent work, which includes his book titled A Golden Civilization and a Map of Mindfulness and how his efforts have sparked a grassroots movement across the globe. This is an episode you won’t want to miss!

  continue reading

10 episodes

Artwork
iconShare
 
Manage episode 234982938 series 2511344
Content provided by Mark Mersman and Matthew Eilers. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Mersman and Matthew Eilers or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode of Advisor Elevation, George Kinder joins the show to discuss the importance of Life Planning within a financial planning process. George dives deep and elaborates further on his “3-questions” (referenced in episode 6) and provides context to help advisors implement this in their practice immediately. Also, we get to hear about George’s recent work, which includes his book titled A Golden Civilization and a Map of Mindfulness and how his efforts have sparked a grassroots movement across the globe. This is an episode you won’t want to miss!

  continue reading

10 episodes

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