Client Appreciation: Life Planning Clients Look at Civilization


When Indresh Malik heard that George Kinder would be visiting Mumbai, he jumped at the chance to do whatever he could to make George’s time in the city easy. After all, it’s not every day that he gets to spend time with his mentor, who lives on the other side of the world.

Indresh attended a keynote speech that George gave at the 4th India Wealth Management Conference hosted by the CFA Society India. He agreed to speak on two panels about his experience using George Kinder’s Life Planning process with clients.

Thinking about the clients, Indresh suggested that George meet the group of accomplished professionals, who he has led through Life Planning process. George thought this was a great idea and offered to make the experience even more impactful for Indresh and his clients by facilitating a Golden Civilization Conversation with them.

The dozen leaders, entrepreneurs, and artists gathered in a boardroom at the Taj Lands End, Mumbai and met the “Father of Life Planning,” who led them through the Life Planning process again but this time thinking about civilization. Indresh’s wife Nidhi captured the group’s vision on the whiteboard along with perceived obstacles to the vision and action steps that should be taken. The group finished with each making personal commitments for how they would affect civilization in a positive way immediately.

Indresh committed to keeping the conversation going with his clients. For a impromptu client appreciation event, there is much to appreciate in this new group of conversation leaders.