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George Kinder’s interview with Morningstar’s Long View covered classic topics such as George’s inspiration for Life Planning and the Three Questions, but also answers some new questions about how and why Life Planning works, even if the client’s life plan changes.

Mana Financial Planning – After assisting with a recent 5-Day EVOKE® training, Registered Life Planner® Cristina Livadary defines Life Planning and how it is different from financial planning on the Mana Financial Life Design blog. She shares when clients would want to choose a life planner over a financial planner. Spoiler: It’s Every Time! Credit: Cristina Livadary

Forbes – In this Forbes article Registered Life Planner® Brian Thompson gives readers an opportunity to reflect and determine what is enough for them using a few tools that focus on the past, present, and future. It’s a great read to kick off 2021. Credit: Brian Thompson

The Wall Street Journal – “Many retirees are frustrated that the virus is interrupting plans to travel and see grandchildren. But the break from routine has also freed up time to assess plans, values and the kind of legacies we want to leave” As a result, George Kinder, founder of Kinder Institute of Life Planning, says more of his clients—and the clients of financial advisers who train with him—are re-evaluating what’s important in their lives and changing their plans in this interview for the Wall Street Journal. Credit: Anne Tergesen

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

Money Marketing – Registered Life Planner Gill Cardy explains why being a good financial planner takes more than life or financial planning experience. She asserts that one of the best qualifications that a financial planner can possess is to be a good listener and to lead their client conversations from a place of empathy. Credit: Gill Cardy

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

Financial Planning Today – Keeping in mind the principles of EVOKE®, George Kinder shares four tips for holding Life Planning virtually. These tips are inspired from Kinder Institute’s own experience converting its trainings from residential to virtual. Credit: George Kinder

Forbes – Brian Thompson Financial wrote about George Kinder’s Three Questions in this article for Forbes about creating a profitable, mission-driven business. The tactics are Passion, Vision, Strategy, and Tactics. Credit: Brian Thompson

Money Marketing – Registered Life Planner® Gill Cardy says financial planners’ “priorities are changing, but our advice is important for clients,” quoting George Kinder’s letter to life planners at the start of stay at home orders in an article for Money Marketing. Credit: Gill Cardy