59. The Power of Listening: How Mindfulness Can Transform Your Financial Practice with George Kinder Artwork

Planning & Beyond® - Where financial planning meets human understanding

Planning & Beyond® is for financial advisors who want to go beyond the numbers and build deeper, more trusted client relationships.

Hosted by Ashley Quamme, a licensed therapist and financial behavior specialist, this podcast helps advisors better understand the psychology, emotions, and behaviors that shape client conversations.

Each episode offers practical strategies you can apply in discovery meetings, prospect conversations, difficult money discussions, and major life transition planning. Through conversations with experts in behavioral finance, financial psychology, and financial therapy, Ashley explores how advisors can strengthen communication, navigate emotional moments, build trust, and support clients with more confidence.

If you want to improve the way you connect with clients, ask better questions, and bring more empathy and clarity into your planning process, Planning & Beyond® will help you sharpen the human side of your advisory work.

Topics include:

Mastering discovery and prospect meetings
Navigating difficult money conversations
Understanding client psychology
Building trust and deepening client relationships
Managing emotional client situations
Improving advisor-client communication
Applying behavioral finance strategies
Supporting clients through life transitions

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Planning & Beyond® - Where financial planning meets human understanding

59. The Power of Listening: How Mindfulness Can Transform Your Financial Practice with George Kinder

August 13, 2026 • Ashley Quamme

0:00 | 41:51

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What would change if financial planning started with listening, not numbers?

In this episode, Ashley welcomes George Kinder, founder of the Kinder Institute of Life Planning and author of The Three Domains of Freedom, for a conversation about presence, purpose, and the deeper responsibility of financial advisors.

George talks through the three domains of freedom: each moment is yours, your life is yours, and civilization is yours. He explains why mindfulness is not just a personal practice, but a skill that can help advisors listen more fully, show up with greater authenticity, and create a space where clients feel safe enough to share what they really want.

The conversation also moves beyond the individual client relationship and into the wider role advisors can play in creating a more trustworthy and human financial system.

Ashley and George also discuss:

Why presence matters in financial planning
How mindfulness can help advisors listen more deeply
Why clients need to feel safe, heard, and supported
How life planning helps clients move toward the life they truly want
Why advisors need to know themselves before guiding clients
What it means to bring fiduciary responsibility into more areas of life and business
How financial advisors can take their influence seriously, with clients and beyond
This conversation is especially useful for advisors who want to bring more depth, presence, and humanity into their work.

RESOURCES AND GUEST INFORMATION

George Kinder is a renowned financial philosopher, entrepreneur, trainer, and designer of relationship- and leadership-based programming, George Kinder is known in the financial industry as the Father of Life Planning. The Harvard graduate has been at the forefront of the financial services industry for decades, spearheading the financial life planning movement that identifies clients’ dreams of freedom and then delivers them with entrepreneurial energy. He founded the Kinder Institute of Life Planning in 2003 after 30 years as a practicing financial planner and tax advisor. Kinder now leads a Fiduciary In All Things (FIAT) movement for corporations and society through his global, London-based startup, The Moules. The Moules launched in 2025 to engage whole companies in the utilization of deep listening skills and fiduciary engagement to bring as much energy to businesses as life planning brings to advisers and their clients, leading to more productive, collaborative, happier, and profitable workplaces.

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