Ep 473: Defending Against AI By Focusing On The Uniquely Human Aspects Of (Fiduciary) Life Planning with George Kinder

Amidst speculation that Artificial Intelligence-powered software could take business from human advisors, some of the most meaningful work advisors do involves something software can't replicate: deep human-to-human connection. This episode explores how life planning, active listening, and values-based discovery can help clients articulate what truly matters and achieve a sense of freedom that goes beyond financial outcomes. George Kinder is the founder of the Kinder Institute of Life Planning, which trains financial advisors globally in fiduciary, client-centered planning. Listen in as George explains why life planning is fundamentally social, and why even the most advanced AI tools can't replace the empathy, presence, and silence required to understand a client's inner motivations. You'll learn how his EVOKE framework guides advisors through exploratory conversations, how the famous "three questions" help clients clarify what an ideal life looks like under different time horizons, and how confronting an illness himself led him to revisit his personal answers—and reshape his legacy with intention. For show notes and more visit:

You can listen to Ep 473: Defending Against AI By Focusing On The Uniquely Human Aspects Of (Fiduciary) Life Planning with George Kinder online on Radio and Podcast. Open the player on this page to stream the available audio.

Ep 473: Defending Against AI By Focusing On The Uniquely Human Aspects Of (Fiduciary) Life Planning with George Kinder is an episode from Financial Advisor Success by Michael Kitces.

This episode is 01:30:00 long.

This episode was published on Jan 20, 2026.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from Financial Advisor Success when more episodes are available from the podcast feed.