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June 1, 2010 Examined Lives |
Let's compare two different people: one wins $1 million in the lottery, the other has an accident and loses the use of his legs. Which one will be happier with their life 12 months after these events? That's easy. The lottery winner, right? In fact, research of actual Illinois State lottery winners and new paraplegics reveals an astonishing result. Members of both groups are equally happy with their lives a year later. Honestly! This wasn't just one quirky bit of research, either. Dozens and dozens of well-designed studies have reached the same conclusion: We don't have a very firm grasp on what truly makes us happy. Read more |
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March 12, 2010 Getting to know you, better |
Financial planners placing bigger emphasis on client’s values, life goals |
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April 1, 2010 The Philosopher |
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January 23, 2010 |
Doen wat je echt wilt –niet later maar nu- is een droom die veel menszen wegstoppen. Dat is nergens voor nodig, zo menen de zogeheten Life Planners. Read more |
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December 26, 2009 Aligning Your Money and Your Goals |
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December 24, 2009 Eerst de hartszaken, dan het geld |
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December 23, 2009 London at the forefront of fees change: Kinder |
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December 9, 2009 Nederland pakt Life Planning buitengewoon goed op |
“Financieel adviseurs staan het dichtst bij het voor zoveel mensen o zo moeilijke geldthema. Sommigen zeggen zelfs dat financieel adviseurs het probleem zijn.” Aldus George Kinder, het boegbeeld van (financial) Life Planning Read more ________________________________________________________________________ |
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November 26, 2009 Life Lessons |
Life planning guru George Kinder has a growing following among UK financial advisers. He teaches that understanding a client’s real ambitions and desires is the key to devising a financial plan that meets their needs over the long-term. James Harvey of Ealing-based James Harvey Associates is one of only 10 Kinder-registered life planners in the UK and says it informs his whole approach to delivering advice. Read the article now. _______________________________________________________________________ |
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November 26, 2009 Haal meer uit het leven met je hand op de knip |
Doen wat je echt wilt? Dat kan door goed met geld om te gaan. Althans, volgens het systeem van George Kinder. Read more ________________________________________________________________________ |
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November 16, 2009 Mindless Spending |
Both mindless eating and mindless spending rely on our subconscious need to follow scripts to pace our consumption. Community plays a huge role in regulating our financial destiny - either a path of savings that builds real wealth or a path of spending that leads to impoverishment. George Kinder, author of “The Seven Stages of Money Maturity,” asks his clients to write an autobiography that focuses on their relationship to money and the beliefs they have acquired. This exercise can help you examine your ingrained assumptions about money. Belief is powerful. As people think, so they will act. Read more. _______________________________________________________________________ |
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November 12, 2009 "Madoff y Lehman es lo mejor que podía haber pasado a los asesores financieros" |
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November 1, 2009 Lessons From an Experienced Advisor |
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October 2009 Achieving the Dream |
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October 2009 Finding a Financial Planner Who's Right for You |
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October 27, 2009 The Human Side of Money: What to Read Now |
J.D. Roth over at Get Rich Slowly, has compiled a complete PF library of 25 titles, starting with my favorite PF classic, "The Millionaire Next Door" by Thomas J. Stanley. Under the category The Human Side of Money, I would put George Kinder's book, "The Seven Stages of Money Maturity." I include this book not only because of the record-breaking content, but because of the mind-shifting Life Planning movement it spawned. Yes, there is a touch-feely side to your finances and goals, and here is where it started. Read more. ________________________________________________________________________ |
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October 21, 2009 Life Planning Special: Creative Thinkers |
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October 16, 2009 Onderkennen van grenzen is wezenlijke randvoorwaarde |
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October 14, 2009 To Retire in This Weak Market, the Magic Word Is ‘Focus’ |
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October 2009 |
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October 2009 Planning in a Post-2009 Recessionary World |
In this article, Registered Life Planner Lisa Kirchenbauer discusses how advisers should use new techniques for finding success in the current recovery. She advocates an honest and thoughtful dialogue with clients plus new approaches to planning and investing. Read more ________________________________________________________________________ |
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September 2009 Can Life Planners Save the World? |
The premise that financial life planners really can save the world if they really rally to the cause might not be as far-fetched as it seems. See what George Kinder has to say on the matter. Read more ________________________________________________________________________ |
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September 2009 Scripts from the Past |
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September 2009 Achieving the Dream |
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September 2009 The Changing Role of the Financial Planner Part I: From Financial Analytics
to Coaching and Life Planning The Changing Role of the Financial Planner Part II: Prescriptions for Coaching and Life Planning |
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August 25, 2009 The Quiet Millionaire |
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August 17, 2009 Between the Issues, Journal of Financial Planning Planning in the Post-2009 Recessionary World |
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August 13, 2009 Kinder extends life planning forum to UK |
The Kinder Institute of Life Planning has appointed a UK representative in response to an increase in advisers wanting to learn more about life planning. With many IFA firms looking to move to new business models as a result of the retail distribution review, the US-based firm said a series of life planning forums would be held in the next six months in conjunction with social networking website IFA Life. Read article now ________________________________________________________________________
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August 07, 2009 If you want to be rich, you must have the right plan |
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July 22, 2009 Adviser insight: Life planning |
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July 20, 2009 AdviserCam: James Harvey - a Kinder surprise |
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July 7, 2009 Adviser insight: Life planning |
...George Kinder held his customary UK two-day Seven Stages of Money Maturity workshop, closely followed by a five-day Lighting the Torch workshop.Judging by the chatter on the net, both were exceptionally well received and I want to take the opportunity to endorse much of what planners have said in their messages. It is five years almost to the day... Read article now _______________________________________________________________________ |
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June 30, 2009 Financial Planning Gets Personal |
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June 24, 2009 Dutch advisers meet British counterparts for new model tips |
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June 23, 2009 Kinder considers move to UK as potential for life planning grows |
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June 21, 2009 Retirement issues can result in split decisions |
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June 18, 2009 Pims 2009: |
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May 2009 Financial Planning’s Historic Moment |
In this featured article, George Kinder talks about the three waves that have shaped the financial planning profession in the past and the four pillars that should be the basis for its future. “The investigations and finger-pointing have begun. With markets in tumult, do we have what it takes to abandon old ways of business and elevate our industry to ensure its brightest future?” Kinder asks. “Historically, times of crisis have been the moments of greatest innovation for improved client service in the financial planning profession. In the deep crisis we face today, an opportunity has opened to help fashion a profession that consumers will trust and admire decades from now.” Read article now ________________________________________________________________________ |
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April 2009 George Kinder Helps London Delegates Get to Grips with the Life Planning Concept |
The Institute for Financial Planning in the UK reported that their London region branch meeting in February was almost standing room only when George Kinder, a key figure in the life planning arena, sat on a panel that discussed the different aspects of Life Planning and how to integrate it into an existing practice. “The most compelling and riveting moments were when Mr. Kinder recounted some of the cases he had handled over the years, and the things he had been able to uncover. Proof once again that good storytelling is the key to keeping an audience’s attention – the audience was visibly leaning forward on their seats.” Read article now ________________________________________________________________________ |
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April 2009 Wilson draws on Kinder course to launch life planning service |
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Financial advisor Bruce Wilson has launched a life planning service after becoming just one of 10 advisors in the UK to have completed the Kinder Institute’s coursework and credentialing process. Wilson says he expects the new service offerings to translate into “significant profits” as well as greater client satisfaction. Read article now ________________________________________________________________________ |
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March 31, 2009 Deedes: Planners well places to tap new breed of clients |
Speaking at a conference in Leeds, UK-based financial life planner Jeremy Deedes says that a new internet-savvy, self-directed client is emerging that will demand a financial advisor with integrity and the ability to go beyond the mere transactional to the transformational. Read now ________________________________________________________________________ |
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March 2009 Am I Poor Yet? |
In this funny, irreverent and poignant article, best selling book author, Lee Eisenberg, writes about the economic collapse and offers a new formula for calculating your “number.” He ends with several profound thoughts from George Kinder who, he says, “runs an enterprise called the Kinder Institute, which is dedicated to teaching other financial advisers (who then try to teach us miscreants) how to close the gap between money and meaning, between money and fulfillment.” Eisenberg says Kinder’s thoughts are especially relevant today. Read the article now. ________________________________________________________________________ |
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March 2009 |
Adam Young (a regular contributor to publications in the UK and a Registered Life Planner) explains how life planning can help advisers clarify their business plans and profit in the economic slowdown. He also outlines the key components of the life planning process. Read more. ________________________________________________________________________ |
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February 15, 2009 Marketplace: How Would You Change Your Life? |
George Kinder, author of The Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in Your Life, has an ongoing message for professional investment managers. Life planning, he says, must come ahead of financial planning. In other words, it shouldn't be a numbers game of how much money a client wants to have at retirement, set to go "live" in a certain year. These days, with most 401(k) plans down 30 percent and markets showing little enthusiasm for recovery, Kinder's message may have greater resonance for baby boomers who once thought they had a secure retirement and now must re-evaluate their vision. This article ran on the front page of the Sunday Business section in the Columbian newspaper, Portland, Oregon. Read more. ________________________________________________________________________ |
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June 24, 2009 George Kinder: New age nonsense or visionary financial planner? |
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February 12, 2009 International Life Planning Conference |
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IFA Life’s founder and CEO Phil Calvert is excited by a powerful new movement called financial Life Planning. Benefits include a significantly reduced workload, ongoing revenue, satisfied clients, and more time to focus on both business and family needs. IFA Life (www.ifalife.com) is an online business resource and social network for financial advisers, financial planners and mortgage brokers. “They can meet, network, share best practice and improve their Internet presence,” Calvert says. Read more. ________________________________________________________________________ |
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February 12, 2009 Rallying Cry for Aspiring Planners |
Bruce Wilson, RLP®, managing partner of Helm Godfrey, says that financial planners not life coaches are best placed to enter the life planning arena because financial planners understand the money aspects of the client’s life. Adam Young, RLP®, managing director of Dragonfly Planning, says the benefits – which include clear structure, vision and focus, stable and growing revenues, a scalable business model and a means of building value – are huge. Read more. ________________________________________________________________________
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February 12, 2009 Kinder points to fivefold boost in business value |
Kinder Institute founder and president George Kinder believes that advisers who follow the life planning movement could be worth up to five times more in value than commission-based firms. Kinder, whose institute was sponsor of this year's Institute of Financial Planning conference in London, told delegates that combining life planning with a fee-based business model could enhance saleable value by four to five times. Kent-based Dragonfly Planning managing director Adam Young, who changed his business model to centre on life planning, said he got a 45 per cent discount on his professional indemnity cover as a result. Read more. ________________________________________________________________________
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February 11, 2009 Kinder: Life Planning Can Increase Exit Value by Five Times |
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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February 2009 Special Feature: A Course in Life with Kinder |
Fision participated in the Seven Stages of Money Maturity workshop in January 2009. The 2-day course was held at UBS offices in London. “Had I known that I would be singing, dancing and revealing personal details with a group of strangers, I might have never agreed to go,” says Fision in thinking back to the day that her editor asked her to attend the Kinder workshop. Fision went in a skeptical and came out alive and full of vigor saying in summary “Through a mixture of validation and empathy, I began to open up and to feel empowered as it became apparent to that my hitherto vague hopes and dreams could become reality.” Read more. ________________________________________________________________________
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February 2009 International Life Planning Conference |
“At a time when the financial services industry is under the microscope, and with many advisers reviewing their business models, life and financial planning pioneer George Kinder CFP brings a long-awaited breath of fresh air to the UK,” says IFA Life’s founder and CEO Phil Calvert (www.ifalife.com). “It is much needed oxygen that’s giving life, energy, enthusiasm and optimism to a forward-thinking group of IFAs and financial planners; planners who have discovered a process which is invigorating their careers and the lives of their clients.” Calvert’s excellent article details the many benefits of adopting the Kinder financial Life Planning methodology. Read more. ________________________________________________________________________
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January 22, 2009 One View on the Future of Financial Planning |
| Hot off the presses!! This is a terrific acticle by David Drucker that appeared in the Morningstar Advisor of January 22, 2009. “While pondering the future of the financial advisory industry, I decided to ask George Kinder what he thinks. Whether or not you use any "life planning" concepts or tools with your own clients, it would be difficult to dismiss Kinder's work as less than a major force in shaping the industry's best practices over the last decade.” Read more |
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