Media Archives 2002

August 2002
Investment Advisor magazine

Feature: Kinder on Childhood and Money

“If I see people with dreams and they’re not moving for them, I look at why,” says George Kinder, founder of The Kinder Institute of Life Planning. “What is preventing them from doing it? For financial advisors wishing to make a difference in their clients’ lives, listening skills and counseling skills become more helpful. You’re not trying to psychoanalyze someone but to show empathy and compassion. By being able to empathize, your clients can listen more to you and is more likely to change her belief system. If we had more listening in financial planning, it would make an enormous difference in the success of our clients’ financial life plans.”

August 2002 – Investment Advisor magazine

The Gluck Report: Seven Stages Revisited, by Andy Gluck

In May of 1999, George Kinder became known as the author of The Seven Stages of Money Maturity (Dell). Since then he’s parlayed that into a workshop empire to help advisors and clients deal with their issues toward money. Kinder’s Seven Stages book and workshops help people trace their attitudes toward money. The goal of the Kinder-based work is to help people move away from their naïve, helpless attitudes about money so that they can treat it properly, and with better energy to reach both their life goals.

August 2002 Investment Advisor magazine

Feature: Life Planning’s Founder Speaks, by Andy Gluck

A growing number of planners have been asking clients deeper questions than “what are your financial goals.” A handful of larger planning firms are even hiring a social worker or psychologist to help give better financial advice to their clients. They call what they’re doing “financial life planning.” George Kinder is considered to be the father of the movement. “Too many planners are nothing but left-brain number crunchers who do need to be told to act like caring human beings and not treat their clients like profit centers,” says the writer. “I’m not saying that financial advisors need to play psychologist, and neither is Kinder. But getting some training in listening skills and in pastoral counseling could help many planners help people better, and maybe the CFP® educational curriculum should place some emphasis on teaching empathy.”

July 2002 – Investment Advisor magazine

Feature: Trading Down, by Marlene Satter

A growing number of people have begun to see that they need – and want – to simplify their complicated lives. Chasing after more money is not necessarily fulfilling and not everyone who downsizes is doing so out of necessity, says the writer. “Many choose to reduce their consumption levels, follow a lifelong dream, or just make their lives less complicated.” For those looking for ways to simplify their lives, reading the Seven Stages of Money Maturity or taking a 2-Day workshop can provide life-altering results.

June 2002 – Investment Advisor magazine

Editor’s Note: The Passionate Ones, by James Green

In any large organization, there is often a small cadre of people with the passion and charisma to effect change, says the editor of this respected magazine. “In the financial planning culture, there are such types as well: Sheryl Garrett, with her unique approach to serving the planning needs of middle-income Americans, or Bert Whitehead of the Cambridge Connection, or Dick Wagner and George Kinder, of the Nasrudin approach to holistic planning. Another obvious example of passion igniting change are the people of NAPFA.