Morningstar – Meg Bartelt, Registered Life Planner®, was on The Long View podcast, where she discussed her specialty (women in tech), fee structures, and how her training with the Kinder Institute and the community she found at XY Planning Network has helped her business. Credit: Christine Benz & Meg Bartelt
Meg Bartelt: ‘More Money Does Not Make You Happier’ Read More »
Escaping the Bucket – Tom Desborough and Jeremy Squibb discuss the power of a strong vision in energizing clients to enjoy the process by discussing their own life plans, both having earned the Registered Life Planner® designation on their Escaping the Bucket podcast. They explain the Three Questions and how they help planners to dig deeper. Credit: Jeremy Squibb & Tom Desborough
Building a financial plan – stage 2 – the three questions, + learning to love the grind Read More »
George Kinder’s interview with Morningstar’s Long View covered classic topics such as George’s inspiration for Life Planning and the Three Questions, but also answers some new questions about how and why Life Planning works, even if the client’s life plan changes.
George Kinder: Creating Powerful Online Client Engagement Read More »
Mana Financial Planning – After assisting with a recent 5-Day EVOKE® training, Registered Life Planner® Cristina Livadary defines Life Planning and how it is different from financial planning on the Mana Financial Life Design blog. She shares when clients would want to choose a life planner over a financial planner. Spoiler: It’s Every Time! Credit: Cristina Livadary
Financial Planner vs Financial Life Planner. Which one is the right one for me? Read More »
Morningstar – George Kinder’s interview with Morningstar’s Long View covered classic topics such as George’s inspiration for Life Planning and the Three Questions, but also answers some new questions about how and why Life Planning works, even if the client’s life plan changes. Credit: Christine Benz & George Kinder
George Kinder: A Financial Plan Needs To Be a Life Plan Read More »
Forbes – In this Forbes article Registered Life Planner® Brian Thompson gives readers an opportunity to reflect and determine what is enough for them using a few tools that focus on the past, present, and future. It’s a great read to kick off 2021. Credit: Brian Thompson
The #1 New Year’s Resolution To Try For 2021: Determine Your Enough Read More »
PR Newswire – Kinder Institute of Life Planning announced over 500 advisors globally have earned the prestigious Registered Life Planner® (RLP®) designation. Learn more about Kinder Institute’s Registered Life Planner® designation in this press release. Credit: Kinder Institute of Life Planning
Expert Wealth Management – Watch a recording of an afternoon tea with host Jonathan Hunt and Kinder Institute lead trainer Louis Vollebregt to explore how we can get more out of life and live life to the fullest. Credit: Jonathan Hunt & Louis Vollebregt
Virtual Afternoon Tea Replay: Living Life to the Full with Louis Vollebregt Read More »
The Wall Street Journal – “Many retirees are frustrated that the virus is interrupting plans to travel and see grandchildren. But the break from routine has also freed up time to assess plans, values and the kind of legacies we want to leave” As a result, George Kinder, founder of Kinder Institute of Life Planning, says more of his clients—and the clients of financial advisers who train with him—are re-evaluating what’s important in their lives and changing their plans in this interview for the Wall Street Journal. Credit: Anne Tergesen
How Covid-19 Will Change Aging and Retirement Read More »
New Planner Recruiting – Credit: Caleb Brown, Lisa Kirchenbauer, & Jared Jones
