Lora Woodward

Financial Advisor Success Podcast – In this episode of Financial Advisor Success Podcast, host Michael Kitces, talks in depth with Beth Jones, a Registered Life Planner® about her financial planning process with clients including technology she uses and why Beth still chooses to provide a physical financial plan deliverable to clients (even as she acknowledges that few open the plan again after it’s first delivered). They also talk about how Beth structures her advisory fees with clients and Beth shares how the greatest challenge of scaling up her advisory firm has not been about continuing to find new clients but finding the new team members to serve them and how Beth navigated the challenging transition of finding out that her co-founder was ready to retire while Beth wanted to continue running the business and serving clients longer. Credit: Michael Kitces & Beth Jones

NextGen Planners – In this NextGen Planners podcast episode, host Dan Graham chats with George Kinder, founder of the Kinder Institute and the Father of The Life Planning Movement. Here, they discuss George’s career, his books, his favorite questions to ask clients and the importance of silence, alongside much, much more. Credit: Dan Graham & George Kinder

Money Mechanics – In this engaging podcast episode for Money Mechanics, two Registered Life Planner® designees, host Scott Malcolm and Amanda Pond discuss the value of understanding your client’s goals and letting them be the driving factor of a fianncial plan. Amanda shares that she believes the most important key to financial success is understanding what your purpose is and what you need to live a full life (what you want to be, do and see) and that once you understand what it is that drives you, you are more likely to be able to make a plan that you will stick to. Credit: Scott Malcolm & Amanda Pond

The Human Side of Money – Financial planning without any regard for the person’s dreams, values, and life they want to live is nothing more than numbers on paper. A person’s dreams, values, and life they want to live without any regard for money is nothing more than a fantasy. That’s why the future of financial planning is life planning. Kinder Institute trainer and Registered Life Planner® Scott Frank’s conversation with the Human Side of Money Podcast’s host Brendan Frazier explores Life Planning and how an advisor interested in connecting more deeply with their clients might incorporate Life Planning into their business. Credit: Brendan Frazier & Scott Frank

Mission Driven Business – George Kinder joins Registered Life Planner® Brian Thompson on his podcast, Mission Driven Business and talks about the importance of passion and how his passion for creating a strong training model fueled him to draft his famous three questions. He also discusses how his purpose continues to evolve as his life grows and changes. Credit: Brian Thompson & George Kinder

Minority Money Podcast – Scott Frank, Registered Life Planner® and trainer at Kinder Institute of Life Planning is interviewed by Emlen Miles-Mattingly for his Minority Money Podcast. Scott shares his expertise in the field of life planning and explains why it is so important for advisors to understand their clients and how they define life fulfillment in order to help them with their financial planning. Credit: Emlen Miles-Mattingly & Scott Frank

She Conquers Capital – Registered Life Planner® Donna Rasile is interviewed by Stefanie Diaz of She Conquers Capital where she stresses the importance of being a Life Planner and how it enables her to understand a client’s emotional relationship with money and take the time to create a Life Plan with them when a client has an influx of capital. Credit: Stefanie Diaz & Donna Rasile