“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 »
Rethinking65 – People are emerging from the pandemic hungrier for meaning and need advisors who truly listen. George Kinder shares some advice to financial planners hoping to connect more with their clients in this interview for Rethinking 65. Credit: Jerilyn Klein
‘Father of Life Planning’ Urges Advisors to Pause Read More »
Financial Planning Today – “I think of Life Planning as great Financial Planning. It’s the complete package. By adopting a Life Planning approach, advisers can deliver their financial acumen to clients in the most efficient and comprehensive way – by putting their clients’ lives first, rather than their money,” says George Kinder in his latest column for Financial Planning Today. Credit: George Kinder
George Kinder: Life Planning v Financial Planning Read More »
New Model Adviser – In a new column for Citywire New Model Adviser, life planning pioneer George Kinder explains how to master listening skills, including actionable steps that you can take immediately to improve their client conversations and relationships. Credit: George Kinder
George Kinder: How to Master Listening Skills Read More »
Forbes – In Registered Life Planner® Brian Thompson’s article for Forbes, he urges readers to consider their emotional response when conducting a mid-year check in on the goals and accomplishments of their business. Sitting with the feelings that arise when answering these bigger questions can really help you identify and confront the real obstacles. Credit: Brian Thompson
A Guide to Your Mid-Year Business Review Read More »
Forbes – The pandemic has allowed many of our clients a new frame to consider the aspects of their life they are eager to continue/returen to post-vaccination, and what they aren’t. How can this insight be incorporated into retirement planning? The answer? A Life Plan! George Kinder’s Three Questions are listed as a way to consider this kind of thinking in this Forbes article. Credit: Bob Carlson
How to Ensure a Successful Retirement Read More »
Barron’s – Registered Life Planner® Sheila Padden is quoted in this Barron’s article about how some retirees prefer a supplementary cash stash in addition to their portfolios. “I want people to live the lives they’ve always dreamed of,” Sheila says. For some, keeping cash is essential for a client’s peace of mind. Credit: Neal Templin
How a Cash Stash Can Help Retirees Keep Peace of Mind, if Not Portfolio Read More »
