Lora Woodward

Ep 167: Creating More Buy-In To Change Financial Behaviors With A Life Planning Approach with Scott Frank

Financial Advisor Success Podcast – Listen in as Registered Life Planner and Kinder Institute trainer Scott Frank shares how he convinces his clients to implement the strategies he recommends by creating a buy-in into the financial planning process. You will learn where traditional financial planning software intersects with the life planning approach and how he has built his business around this life planning approach. If you are intrigued by the George Kinder life planning approach or you want to simplify your pricing, this is the episode for you. Credit: Michael Kitces & Scott Frank

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Episode 30: Values-Based Financial Life Planning

Money Check Up Podcast – Kinder Institute of Life Planner trainer Scott Frank joins Money Check Up host Anja Jariwala for an episode about life planning. He shares how he implements the EVOKE® method into his practice, and shares the Three Questions that he asks clients to help discover what matter most to them before he starts talking about finances. Credit: Anjali Jariwala & Scott Frank

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Guiding Clients Through the Financial Maze

Human Advisor – In this episode of Human Advisor podcast, Scott Frank, Registered Life Planner and Founder of Stone Steps Financial, explains to host Tyrone Ross how he creates an environment for clients to explore what’s important to them and guides them through a financial planning process to help them realize their dreams. Learn about the EVOK method that Scott uses to get to know his clients, receive tips on growing your business by working with other advisors, and discover the three questions that help clients reveal what they really want. Credit: Tyrone Ross & Scott Frank

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Preparing for the Upcoming Recession

Forbes – Brian Thompson, shares his experiece of a Kinder Institute 2-Day Seven Stages of Money Maturity® Training, explains how a life planner “puts your interests first and focuses on increasing your sense of financial well-being. So, we help you do things like clarify your values, goals and dreams. We then use that vision to help design a life that is fulfilling and purposeful. In addition, we increase your understanding of specific habits that help support your financial and life goals. Lastly, we deal with emotional conflicts around money. Credit: Brian Thompson

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EP 150 | Turn Life Goals into Financial Goals with George Kinder

Profit Boss Radio – Kinder Institute of Life Planning founder George Kinder joins Hilary Hendershott for an episode of Profit Boss Radio, where they discuss Life Planning, finding freedom, George Kinder’s famous Three Questions and how to use them to map your heart’s core, and the importance of a daily mindfulness practice. Credit: Hilary Hendershott

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