Month: October 2019

Get to Know Your Clients and Lead Them to Their Mountain

– Frank and Frankie Corrado, both Registered Life Planner® designees, share their approach to financial life planning and how it is different from traditional financial advising models. “We coach clients on how to move forward with their lives, how to set and achieve goals, and how to overcome obstacles that may be blocking them from reaching their full potential. Credit: Frank Corrado & Frankie Corrado

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Ep #224: Leveraging Investors to Launch Their Financial Life Firm – The Careers of Cristina Livadary & Stephanie Bucko

XYPN Radio – In this episode of XYPN Radio, business partners Cristina Livadary, a Registered Life Planner® and Kinder Institute trainer and Stephanie Bucko explain the paths they took from different industries into financial and life planning and the foundations they used as the basis for their firm. You’ll learn how they navigated a deal with investors to help start their business, how they grew to almost 40 households in just one year, and their vision for the future of their firm. Credit: Alan Moore, Cristina Livadary, & Stephanie Bucko

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Episode 94: The Benefits of Life Planning with Scott Frank

Work Your Wealth – In this episode of Work Your Wealth, Kinder Institute trainer Scott Frank, a Registered Life Planner® shares how EVOKE® can benefit consumers and the impact that the transformative power of discovering what a fulfilled life looks like for you can have on your financial plan. Credit: Mary Beth Storjohann

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