Kinder Institute of Life Planning’s Money and Meaning Blog presents the “I’m a Registered Life Planner®” series. Host Lora Woodward, Communications Director for Kinder Institute, chats with Rahul Agarwal, Founder and Principal Adviser of Advent Financial in Mumbai, India. Rahul is one of nearly 600 professionals globally that have earned the prestigious Registered Life Planner® (RLP®) designation.
00:00 Welcome, Introductions
00:36 How Rahul got into financial planning and how he first heard about Kinder Institute
04:21 How taking a life-centered approach to financial planning allows him to get to the heart of what matters most to clients and helps him understand not only their goals but their motivations
06:32 A client success story about a father who realized that the most important thing for him was being able to spend the most time possible with his daughter before she went away to school
08:59 How life planning and being life planned has impacted Rahul in his own life and given him great professional satisfaction
10:00 How Rahul’s perspective changed with a prior client who hesitant to incorporate life planning after they did the Three Questions.
11:25 His advice to new life planners who are used to providing solutions and fixing their client’s problems
12:35 What’s next in Rahul’s life plan
Rahul Agarwal, CFP CM, RLP® is the founder of Advent Financial, a boutique advisory firm serving the unique needs of clients in the area of financial planning and wealth management through a personalized and outcome-oriented, life-centered approach. He has a rich and diverse experience of 20+ years in the financial services industry across product and service categories. From the very outset, “Client First” was the core principle upon which he wanted to build his practice, long before the fiduciary standard became a legal obligation. He completed his training to become a Registered Life Planner in 2019 and is passionate about spreading the gift of life centered financial planning to as many families as possible in his remaining years of active practice. When he is not working, he likes to spend his time reading and is curious about learning new things.
Kinder Institute of Life Planning, founded by George Kinder in 2003, advances the practice of “whole-life” Life Planning as the most fiduciary, most comprehensive, and most client-centered form of financial planning.
Experiential core training, mentoring, and continuing education programs unite our nearly 600 Registered Life Planners® (RLPs®) around the world meeting the growing demand for life-centered, client-centered financial planning. Kinder’s resources for consumers include a searchable database of RLPs and an interactive online life-planning guide. The designation of Registered Life Planner® (RLP®) is earned by completing an entire course of study including The Seven Stages of Money Maturity® Training, the EVOKE® Life Planning Training, and a subsequent Life Planning Mentorship Program.