Robin Powell

 

 

 

 

 

An experienced television journalist, Robin runs Regis Media, a UK-based content marketing consultancy which helps financial advice firms around the world to attract, retain and educate clients.

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Three questions advisers need to ask

October 27, 2016

 

I’m really excited about meeting George Kinder next month. George specialises in helping advisory firms to improve their client relationship skills, and I’ve been a fan of his work for a long time.

 

Although based in the US, George is, thankfully, an Anglophile and therefore spends a great deal of time in the UK, hence his imminent visit.

 

George recently wrote a guest blog for FP Advance in which he sets out what he calls “The Three Questions” that financial advisers ought to ask their clients. 

 

Here they are:


1. I want you to imagine that you are financially secure, that you have enough money to satisfy all of your needs, now and in the future. The question is…how would you live your life? Would you change anything? Let yourself go. Don’t hold back your dreams.

 

Would you change your life and how would you do it?

 

 

2. This time you visit your doctor who tells you that you have only 5-10 years left to live. The good news is that you won’t ever feel sick. The bad news is that you will have no notice of the moment of your death. What will you do in the time you have remaining to live? Your finances remain as they currently stand.

 

Would you change your life and how would you do it?

 

 

3. This time your doctor shocks you with the news that you have only one day left to live. Notice what feelings arise as you confront your very real mortality. Reflecting on your life, both all your accomplishments to date and all the things that you will leave unfinished or undone, ask yourself:

 

What did I miss? 
Who did I not get to be?
What did I not get to do?

 


Here’s a link to the full-length article:

 

The Secret to Powerful Life Planning


You can find out more about George and what he does at KinderInstitute.com

 

 


 

 

 

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