George Kinder - Becoming a Fiduciary in All Things

George Kinder of the Kinder Institute of Life Planning joins Dr. Daniel Crosby to discuss how he arrived at his well-known "three questions" and what they surface about people's relationship with money. The episode covers how Rogerian, client-centered therapy informs Kinder's approach and why a client-centric method can support an advisor's fiduciary responsibility. It also takes up Kinder's phrase "freedom is experiential," whether clients need priming for meetings where they are listened to intently, and how a planning meeting might look different with a "Fiat" (Fiduciary in All Things) advisor.

1. Kinder describes how he arrived at his "three questions" and what they unearth about people's relationship to money.
2. He explains how Rogerian, or client-centered, psychotherapy informs his approach and how a client-centric approach can serve an advisor's fiduciary duty.
3. He discusses what he means by "freedom is experiential" and its implications for advisors and clients.
4. The conversation covers whether clients need to be primed for meetings where they are listened to intently, and how to get everyone acting in a fiduciary manner when undercutting others' interests can benefit a select few.