Stay Wealthy – George Kinder, founder of Kinder Institute of Life Planning joins host Taylor Schulte on his podcast Stay Wealthy to discuss how Life Planning promotes better client-advisor relationships and ultimately helps the advisor better serve their client because they understand their client’s life meaning. Credit: Taylor Schulte
How George Kinder Revolutionized the Financial Advice Business Read More »
ThinkAdvisor – This ThinkAdvisor article profiles Registered Life® Planner Jeanne Smith and how she uses her training as a Geriatric Nurse Practitioner and as a life planner to help her clients through major transitional stages as they age. Credit: James L. Green
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MorningStar India – This Morningstar India article profiles Registered Life Planner® Indresh Malik and what Life Planning means to him. Credit: Ravi Samalad
Life planning helps shift focus from returns to life Read More »
Xena Financial Planning – Danika Waddell writes about her experience attending recent Kinder Institute trainings and how she plans to “keep becoming.” Even after hearing the Three Questions in numerous podcasts, it took experiencing the training for her to discover their full transformative power! Credit: Danika Waddell
Life Planning AKA “Financial Planning Done Right” Read More »
Becoming Referrable – Registered Life Planner® Lisa Kirchenbauer shares how she got into financial planning, how she implements life planning into her practice, and how she is making an impact for her clients. Credit: Julie Littlechild, Stephen Wershing & Lisa Kirchenbauer
MorningStar India – Registered Life Planner Vivek Damani is interviewed for this Morningstar article about how he got into life planning and the impact it has had on him both personally and professionally. Credit: Ravi Samalad
A person may be materially successful but not at peace Read More »
Retirement Cafe – Delivering people into freedom is central to the life planning approach, and a concept that George Kinder, known as the Father of Life Planning, is very passionate about. For George, it’s twofold, which he explains in this interview with host, Registered Life Planner® and Kinder Institute trainer Justin King. George touches upon how, now aged 71, he has followed his entrepreneurial spirit and his deeply held passions to direct his life. He discusses how retirees can take this approach at any stage of life. Credit: Justin King
Finding True Freedom in Retirement Read More »
XY Planning Network – This article by Registered Life Planner® and Kinder Institute trainer Cristina Livadary discusses financial management lessons such as learning your money messages and the importance of finding a financial advisor with a commitment to fiduciary instead of just suitability. She makes an argument for the changing world of financial advice and its improvement toward inclusivity. Credit: Cristina Livadary
The New Generation of Financial Advice Read More »
New Model Adviser – This New Model Adviser article profiles Andrew Brook-Dobson, a Registered Life Planner®, and Matt Kiddle from bdb. In addition to information about setting up his practice and how he has found fulfillment in helping his clients, Andrew also shares how he implemented EVOKE® into his practice. Credit: Tim Cooper
Adviser Profile: Andrew Brook-Dobson and Matt Kiddle of bdb Read More »
CISI – George Kinder, founder of Kinder Institute of Life Planning, shares with host Dominic Dudley why financial planners need to spend more time listening to their clients to help them achieve their life goals in this video for CISI. Credit: Dominic Dudley
Profile: George Kinder, the father of life planning Read More »
