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Uncovering Your Clients’ Values While Sharing Your Own

XY Planning Network – In this in-depth blog post for XY Planning Network, BB Webb, who recently attended a Kinder Institute training, shares how a client might experience the George Kinder’s life planning exercises, taking readers through his famous three questions and discussing the five pursuits, five categories that client dreams tend to fall under. Credit: BB Webb

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Bodhisattva Work: Bringing One’s Heart to Financial and Life Planning

BuddhistDoor Global – Father of Life Planning, George Kinder shares how meditative practice can benefit financial planners in their conversations with clients, discusses his own practice of secular Buddhism, explains how his Map of Mindfulness realigns space and time around the present moment (and freedom) and details his revolutionary economic thinking about the fiduciary standard. Credit: Tsering Namgyal

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Retirees, Build a Financial Plan That’s Based on You

Kiplinger Retirement Report – A recent Kiplinger’s Retirement Report article featured life planning , following the story of a couple whose financial adviser “instead of just reviewing their investments and budget, asked more wide-ranging questions about the couple’s values and beliefs, and whether their financial goals reflected them.” Credit: Mary Kane

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The 1 tactic advisors should use during the coronavirus crisis

Financial Planning – George Kinder’s interview with Financial Planning Magazine about life planning and mindfulness speaks to how the industry’s been affected by the coronavirus and how developing their mindfulness skills to help them listen empathetically to their clients is the best thing advisors can do during this crisis. Credit: Ann Marsh

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