Life Planning In The News

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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Get to Know Your Clients and Lead Them to Their Mountain

– Frank and Frankie Corrado, both Registered Life Planner® designees, share their approach to financial life planning and how it is different from traditional financial advising models. “We coach clients on how to move forward with their lives, how to set and achieve goals, and how to overcome obstacles that may be blocking them from reaching their full potential. Credit: Frank Corrado & Frankie Corrado

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Ep #224: Leveraging Investors to Launch Their Financial Life Firm – The Careers of Cristina Livadary & Stephanie Bucko

XYPN Radio – In this episode of XYPN Radio, business partners Cristina Livadary, a Registered Life Planner® and Kinder Institute trainer and Stephanie Bucko explain the paths they took from different industries into financial and life planning and the foundations they used as the basis for their firm. You’ll learn how they navigated a deal with investors to help start their business, how they grew to almost 40 households in just one year, and their vision for the future of their firm. Credit: Alan Moore, Cristina Livadary, & Stephanie Bucko

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Episode 94: The Benefits of Life Planning with Scott Frank

Work Your Wealth – In this episode of Work Your Wealth, Kinder Institute trainer Scott Frank, a Registered Life Planner® shares how EVOKE® can benefit consumers and the impact that the transformative power of discovering what a fulfilled life looks like for you can have on your financial plan. Credit: Mary Beth Storjohann

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