In this article, Connecticut-based financial planner Dana Mascalo, CFP®, RLP®, AAMS®, C(k)P®, writes about the life changes she experienced coming out of Kinder Institute of Life Planning‘s […]
How Can Financial Life Planning Change My Life? – Natural Nutmeg Read More »
Imagine if you were told you only had 1 day left to live. What would you miss? What would you not get to do? George
How To Help Clients Explore Regret Productively And Take Action- Kitces.com Read More »
While clients may feel vulnerable and uncomfortable having this discussion, advisors using the Kinder questions can help ease their clients’ discomfort by welcoming and normalizing
How To Manage Strong Emotions When Asking Clients Kinder Life Planning Questions -Kitces Read More »
As part of his Life Planning approach, George Kinder developed three questions that probe deeper into a client’s hopes, dreams, and fears, to help advisors
Father of life planning George Kinder discusses navigating ‘black-swan’ events as a financial adviser. He addresses the life planning issues impacted by recent events, such
George Kinder: Helping clients cope with ‘Black Swans’-Financial Planning Read More »
https://www.financial-planning.com/news/link-between-financial-planning-and-psychology Kinder Institute trainer and Registered Life Planner® Cristina Livadary, CFP®, RLP® is quoted in this Financial Planning article about the inclusion of the psychology of planning
The rich link between planning and psychology, and its vast potential-Financial Planning Read More »
“Listen so well that you fully grasp the client’s anxieties and aspirations and what they truly love in their lives, so that your advice and all the products and planning are so closely aligned with what the client wants that they will be delighted by your suggestions and move on them.”
How to Work with Clients That Don’t Take Your Advice Read More »
Barron’s features the journey of Spencer Sherman and Brent Kessel to found Abacus Wealth Partners and how Buddhism plays a central role in their firm and their lives. They met at a course led by George Kinder in Hawaii! Credit: Charles Paikert
The $4 Billion Buddhist RIA Read More »
Financial Planning Today – In this exclusive interview for Financial Planning Today Magazine, George Kinder asnwers a range of questions about life planning, mindfulness, and how he has been focusing on living his life plan and what this latest project is. Credit: George Kinder
Q&A with Life Planning Guru George Kinder Read More »
New Model Adviser – Clients already know the obstacles to their happiness, and planners should give them space to explore their own solutions too. In this latest article for New Model Adviser, Father of Life Planning George Kinder shares how to break the product mindset and be a true fiduciary for your clients. Credit: George Kinder
George Kinder: How to Truly Break the Product Mindset Read More »
