Xena Financial Planning – Danika Waddell writes about her experience attending recent Kinder Institute trainings and how she plans to “keep becoming.” Even after hearing the Three Questions in numerous podcasts, it took experiencing the training for her to discover their full transformative power! Credit: Danika Waddell
MorningStar India – Registered Life Planner Vivek Damani is interviewed for this Morningstar article about how he got into life planning and the impact it has had on him both personally and professionally. Credit: Ravi Samalad
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
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
New Model Adviser – New Model Adviser editor Will Robins speaks to life planning guru George Kinder about gaining client trust, plans to condense his methodology for the mass market and a new book on politics. Will also reveals how he has become a financial planning client himself. Credit: Will Robbins
Impact Communications – This interview with Registered Life Planner® Kelly Adams by Marie Swift for Impact Communications is about fee-only financial planning and how Kelly has incorporated life planning into her practice. Credit: Marie Swift
MorningStar India – Registered Life Planner Yogita Dand was profiled in this article for Morningstar India. She shares how she began learning about life planning and how becoming a life planner has helped her clients. Credit: Ravi Samalad
FT Adviser – This article interviews George and how he developed his life planning methodology, its heavy focus on fiduciary, and how we should all be wary of product sales in the financial advising industry. Credit: Ellie Duncan
Investment News – Father of Life Planning and Kinder Institute of Life Planning founder, George Kinder, was profiled in this Investment News article celebrating milestones in the financial planning industry and spotlighting twenty professionals that had a profound impact on the financial planning profession.
