At this year’s Garrett Planning Network Retreat, four Registered Life Planner® professionals took the stage for a panel titled “Changing Lives and Building Stronger Client Relationships.” The conversation offered a candid, moving look at how the training and philosophy of the Kinder Institute of Life Planning is shaping the next generation of fiduciary practice.
During a recent live session with Kinder Institute trainers Mary Zimmerman and Scott Frank, and COO Lora Woodward, attendees asked the questions we hear most often about The Seven Stages of Money Maturity® Training, EVOKE® Life Planning Training, and the Registered Life Planner® (RLP®) designation. Here’s a recap.
Prudence Zhu, Founder of Enso Financial, shares how life planning “transformed my life” in just one year.
Byron Darden, Founder of Triple Axel Executive Coaching, the purpose of life planning for his coaching clients.
Anne Johnston, Founder of Created Wealth Advisory, shares her life planning journey with you.
Sidney Divine, Founder at Divine Wealth Strategies, shares his life planning journey with you.
Matt Yonak CFP®, shares his latest achievement: the Registered Life Planner® designation.
Joanna Little, CEO of Emery Little in Hemel Hempstead, UK shares her life planning journey with you.
CA. Indresh Malik, SEBI RIA based in Gurgaon, India shares his life planning journey with you.
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