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“Until the advisor and client can discuss fears, conflicts, money beliefs, and biases openly, it will be difficult to stay on track or even build […]

WisdomTree features Donna Rasile, RLP® in their Women Advisor Blog Series. Donna shares that the Registered Life Planner® training “enhanced and sharpened” her natural approach to financial planning

“Human first” is the now and future of financial planning. Diana Britton crafted a comprehensive look at the pioneers and scouts that have been shaping

Vishal Dhawan, CEO of Plan Ahead Wealth Advisors in Mumbai, India, writes for moneycontrol.com about the value of embracing a life planning approach within his

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

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

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

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

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