This podcast episode from Wired Planning discusses the importance of aligning what is most meaningful to a client to their financial plan. By using the #EVOKE model, […]
Father of life planning George Kinder discusses navigating ‘black-swan’ events as a financial adviser. He addresses the life planning issues impacted by recent events, such
George Kinder: Helping clients cope with ‘Black Swans’-Financial Planning Read More »
https://www.financial-planning.com/news/link-between-financial-planning-and-psychology Kinder Institute trainer and Registered Life Planner® Cristina Livadary, CFP®, RLP® is quoted in this Financial Planning article about the inclusion of the psychology of planning
The rich link between planning and psychology, and its vast potential-Financial Planning Read More »
George Kinder joined Kathleen Burns Kingsbury on an episode of Breaking Money Silence podcast for a conversation about his revolutionary career, how life planning can improve financial literacy, and his latest project – a book of poetry!
Diana Yáñez, MA, CFP®, RLP®, Founder and Financial Empowerment Coach of All the Colors based in Mexico and Elliott Appel, CFP®, CLU®, RLP®, Financial Planner and Founder of Kindness Financial Planning, LLC, share their life planning journeys.
I’m a Registered Life Planner® with Diana Yáñez & Elliott Appel Read More »
Minority Money Podcast – An exciting episode from George Kinder and Emlen Miles-Mattingly for his podcast Minority Money Podcast. Highlights include the difference between financial and life planners, things to think about before hiring a planner, how meditation can improve your life, and education’s role in wealth building. Credit: Emlen Miles-Mattingly & George Kinder
Life Planning with George Kinder Read More »
Jonathan DeYoe and George Kinder talk about the psychology of money and where George’s unique perspective on it originated.
Mindful Money Podcast ft. George Kinder – “Making Money the Servant, Not the Master” Read More »
Financial Planners South Africa – George Kinder and Louis van der Merwe chat about mindfulness, training your “listening muscle”, and transforming suffering into wisdom in this episode for Financial Planners, South Africa podcast! Credit: Kieran Milward & George Kinder
Retirementals – George Kinder joined Abraham Okusanya for a fascinating episode of his podcast Retirementals. Their discussion covers Why fostering emotional connections with your clients can help you too; The importance of building a mindfulness practice; and How to deliver clients into their dreams of freedom. Credit: Abraham Okusanya & George Kinder
Episode 30: George Kinder Read More »
“Listen so well that you fully grasp the client’s anxieties and aspirations and what they truly love in their lives, so that your advice and all the products and planning are so closely aligned with what the client wants that they will be delighted by your suggestions and move on them.”
How to Work with Clients That Don’t Take Your Advice Read More »
