The Kinder Institute of Life Planning EVOKE Financial Life Planning Process Global Life Planning Conference
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City Wire

February 11, 2009
New Model Adviser / Citywire UK

Kinder: Life Planning Can Increase Exit Value by Five Times
By MaryRose Fison

Life planning could boost the sale value of adviser firms by as much as five times, according to George Kinder of the Kinder Institute of Life Planning.

The pioneer of life planning told an oversubscribed Institute of Financial Planning (IFP) branch meeting last week that integrating life planning into financial practices would boost referrals, inspire clients and lead to greater efficiency. Adam Young, RLP®, managing director of Kent-based firm Dragonfly Planning, also present at the meeting, said he had introduced life planning to his firm three years ago and had seen referrals ‘almost immediately’. Bruce Wilson, managing director of Helm Godfrey, also a Registered Life Planner®, said the Kinder course on life planning had given him the ‘platform and system to run on’ and urged financial planners to consider the approach. Read more.

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Expansion.com

November 12, 2009
Expansion

"Madoff y Lehman es lo mejor que podía haber pasado a los asesores financieros"
(Madoff and Lehman is the best that could have happened to financial advisors)
By Jorge Zuloaga

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itnews

August 2008
ITInews - Insurance Times and Investments News - South Africa

Life Planning – the way forward for professional financial advisers?
The world of wealth management is at its core about people, not money
By Robert Macdonald
A new trend in financial planning suggests that professional financial advisers should go much further than just focussing on managing the money of their clients. After all, the world of wealth management is at its core about people, not money. A more holistic approach called "life planning" is advocated whereby the financial planner not only focus on the whether or not a client will have enough money to reach their financial goals, but also look at their lifestyle, values and priorities in life. The leading protagonist is George Kinder, founder of the Kinder Institute of Life Planning in the US. Kinder’s view is that financial planning cannot begin until life planning has been completed. Life planning is a process which recognises that people often start planning their finances before they have actually given any thought to what they want to achieve from their lives. Read more now.

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financial mail

May 2008
South African
Financial Mail
“Money and Investing: Life Planning. If you had 10 years to live”


Our much admired South African colleague Lionel Karp RLP™ sends us this article by Stephen Cranston, writing for the Financial Mail.  In it Cranston explores the three questions and how the Kinder Institute’s more holistic approach to financial planning is “giving people permission to live the life they want to live.” Read now 

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IFA March, 31, 2008
IFA magazine
“George Kinder Occupation: Life Planner, On the Record”


Using a question-and-answer interview format, Australian writer Madeleine Koo captures her recent conversation with George Kinder. The piece introduces the life planning process to the Australian financial adviser community and explains what advisers can expect to learn, create and achieve using Kinder Methods. “George Kinder Occupation: Life Planner, On the Record”, IFA magazine March, 31, 2008 Read now

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IFA March 10, 2008
IFA magazine
“Sentinel to Import US Training”


Australian financial writer, Madeleine Koo’s piece in IFA magazine announces Sentinel Wealth Management as the Kinder Institute’s new center of operations in Australia. Justin Hooper, Sentinel’s Chief Executive, has agreed to support the Kinder Institute’s training program through its dealer license. How life planning can deepen the adviser-client relationship, increase revenue and retention, create better financial plans and improve the value of advice is also discussed. “Sentinel to Import US Training”, IFA magazine, March 10, 2008 Read now

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The Financial Planning Institute of South Africa (FPI)

January 31, 2008 - Insurance Times and Investments News - South Africa

Financial Planning Institute
Press Office Feature : Financial Planning Institute (FPI) Convention Line up better than ever


The Financial Planning Institute of Southern Africa (FPI) has lined up a truly global cast of speakers for the 14th Annual Convention being held on 28 and 29 May 2008. In keeping with this year's Convention theme of “Global Excellence in Financial Planning”, George Kinder, Founder of the Kinder Institute of Life Planning (who is internationally recognized as the father of the Life Planning movement, and has been a practicing financial planner and tax advisor for nearly 30 years) will address the audience. A full programme for the two days is available on www.fpi.co.za as well as the on-line booking form and a full description of the current exhibitors. Read now

Full article can be read here

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