Marcus Chapman shares his life planning journey with Kinder Institute’s COO Lora Woodward. He is the owner of Worthy Financial Planning based in Waterlooville, UK. Marcus is one of over 600 professionals globally that have earned the prestigious Registered Life Planner® (RLP®) designation.
Help your clients uncover what’s really important to them.
In their conversation, Marcus shares how Kinder Institute’s move to online courses during the pandemic made earning the RLP® designation more possible. “It was the right time for me,” Marcus says. “I’d started to resolve a lot of my conflicts and therefore it was the right time for me to be able to now take what I’d learned and make it useful for the world.” The training program has had a “huge” impact on his work with clients. Marcus credits the EVOKE® structure for helping him to guide his clients along a conversation path and allow them to really open up. He shares a moving tale of a client’s dream to “watch cricket at the base of Tabletop Mountain in South Africa” and how they went about fulfilling it. The interview is full of emotion, realization, and adventure. His advice to fellow life planners is to “be brave” and “to trust the process.” It’s a must watch for anyone who wants to embrace life and start living it to the fullest.
Marcus Chapman Bio
Marcus Chapman is the owner of Worthy Financial Planning based in Waterlooville, UK. He has over 20 years’ experience in financial services and lives with his wife Lorna and son Dylan in the village of Kings Worthy, just outside Winchester. He loves the process of learning and work hard to improve himself both in and outside of work. In 2020, Marcus completed the Registered Life Planner® (RLP®) designation with the Kinder Institute. He says the training “not only changed my life profoundly, but gave me further tools to help my clients.” Marcus is passionate about helping his clients align their finances with a life that brings greater meaning, satisfaction and joy.
Kinder Institute of Life Planning
Kinder Institute of Life Planning provides experiential training on client-centered relationship skills to financial advisors and professionals worldwide. Since it began in 2003, Kinder Institute of Life Planning has trained thousands on its life planning methodologies that deliver clients into the lives they long to live. 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. To learn more about life planning, trainings offered by Kinder Institute of Life Planning, or to find an Registered Life Planner® professional, visit www.kinderinstitute.com.