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Preparing for the Upcoming Recession

Forbes – Brian Thompson, shares his experiece of a Kinder Institute 2-Day Seven Stages of Money Maturity® Training, explains how a life planner “puts your interests first and focuses on increasing your sense of financial well-being. So, we help you do things like clarify your values, goals and dreams. We then use that vision to help design a life that is fulfilling and purposeful. In addition, we increase your understanding of specific habits that help support your financial and life goals. Lastly, we deal with emotional conflicts around money. Credit: Brian Thompson

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Get to Know Your Clients and Lead Them to Their Mountain

– Frank and Frankie Corrado, both Registered Life Planner® designees, share their approach to financial life planning and how it is different from traditional financial advising models. “We coach clients on how to move forward with their lives, how to set and achieve goals, and how to overcome obstacles that may be blocking them from reaching their full potential. Credit: Frank Corrado & Frankie Corrado

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The New Generation of Financial Advice

XY Planning Network – This article by Registered Life Planner® and Kinder Institute trainer Cristina Livadary discusses financial management lessons such as learning your money messages and the importance of finding a financial advisor with a commitment to fiduciary instead of just suitability. She makes an argument for the changing world of financial advice and its improvement toward inclusivity. Credit: Cristina Livadary

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Adviser Profile: Andrew Brook-Dobson and Matt Kiddle of bdb

New Model Adviser – This New Model Adviser article profiles Andrew Brook-Dobson, a Registered Life Planner®, and Matt Kiddle from bdb. In addition to information about setting up his practice and how he has found fulfillment in helping his clients, Andrew also shares how he implemented EVOKE® into his practice. Credit: Tim Cooper

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