How to Become a Life Planner

New Recruiter Life Planning | 09/17/2024

Listen in as George shares how he developed the life planning process, built and sold his firm, and transitioned to coaching and training other financial planners in life planning. He also touches on his famous three questions that reveal clients' aspirations, regrets, fears, and dreams. Don't miss hearing insights from his recent book, The Three Domains of Freedom, and the essential first step for new planners starting their careers.