Podcast

Morningstar – Registered Life Planner® Tim Maurer is interviewed by Christine Benz for The Long View podcast (by Morningstar) about how the pandemic has affected the financial planning industry and client conversations. He says, “I feel as though the pandemic has taken all of us to a place where we are more attuned to the deeper matters of life…We’re asking those bigger questions that when everything is just going great, we don’t have as much of a tendency to ask.” Credit: Christine Benz & Tim Maurer

XYPN Radio – Registered Life Planner Morgen Rochard’s interview on XYPN Radio with Maddy Rochard covers what she’s been up to over the past few years, specifically how she continues to run a high revenue business with just 25 clients, working 8-10 hours a week. Morgen discusses what it was like to delegate some of the major responsibilities to one of her teammates, why she limits the number of clients she takes, and how she has incorporated life planning into her firm for a more authentic relationship. Most importantly, she gives great advice to any working parent out there who dreams of one day starting a firm. Credit: Maddy Roche & Morgen Rochard

XYPN Radio – Registered Life Planner® Cady North talks about what she has been up to since her first interview with XYPN Radio nearly four years ago: establishing a great work-life balance, moving across the country, and most impressively and recently, writing a book. Writing a book was always one of Cady’s goals, but one she never made any progress towards achieving. With some soul searching and an author’s program at her alma mater, Cady was able to write the book of her dreams in just 8 months. She credits Kinder Institute’s EVOKE® course as one of the reasons she chose to finally work toward this goal. Credit: Maddy Roche & Cady North

XYPN Radio – On this episode of XYPN Radio, George Kinder and Lora Woodward of Kinder Institute of Life Planning share what advisors can expect during the two-day training and what they can expect out of incorporating life planning into their firm. Lora Woodward, a Registered Life Planner® and trainer and George Kinder, founder of Kinder Institute, discuss how life planning has the power to transform the standard client/advisor relationship and turn a financial planning engagement into a long-term, meaningful relationship. George and Lora remind us that listening and mindfulness are fundamentals of the client/advisor relationship. Credit: Maddy Roche, Lora Woodward, George Kinder

Money Marketing – In this interview with Money Marketing’s Justin Cash, George Kinder, the father of life planning himself looks at why advisers need to focus on clients’ aims and objectives – not just their investments – even at a time of crisis. Credit: Justin Cash & George Kinder

Mindset Mastery – In Episode #3 of Mindset Mastery, “The Secret to Great Listening”, host Marie Swift speaks with George Kinder, who is known internationally as the father of the financial life planning movement. In a nutshell: George Kinder and Kinder-trained instructors consistently teach foundational listening skills as a part of the EVOKE® Life Planning process. In this conversation, Kinder tells us why it is so important for financial advisors to engage with empathy, inspiration, and emotional intelligence during client conversations. He also provides a mindful, wise, and challenging skill that can immediately be implemented into your practice and your personal life, leading to more authentic and trustworthy relationships. Credit: Marie Swift & George Kinder

XYPN Radio – XYPN members Ian Bloom, Meg Bartelt, Brian Thompson, and Leighann Miko join Maddy Roche for this episode of XYPN Radio to discuss communicating authentically with clients during a time of crisis. This group of members have invested heavily into themselves, their business and their clients by engaging in the George Kinder’s “EVOKE® 5-Day Life Planning Training” program, where they learned the tenants and foundational principles of life planning, a process that has fundamentally changed the way each of them works with their clients. Credit: Maddy Roche, Ian Bloom, Meg Bartelt, Brian Thompson, & Leighann Miko

XYPN Radio – On this special episode centered around COVID-19 and XYPN’s pro bono effort, host Maddy Roche is joined by long-time XYPN members Kevin Mahoney, founder and CEO of Illumint, and Dana Menard, Registered Life Planner® and founder and CEO of Twin Cities Wealth Strategies. Kevin and Dana, who have been running separate fee-only firms for several years, discuss how they have made their advice available on a pro bono basis for consumers around the country who have been impacted by the coronavirus global pandemic. Credit: Maddy Roche, Dana Menard & Kevin Mahoney

Money Life with Chuck Jaffe – In the Big Interview, George Kinder, founder of Kinder Institute of Life Planning, discusses how investors should size up their own good fortunes during the troubles of 2020 and find ways to be mature with their money, making them more generous during the holidays this year. Credit: Chuck Jaffe & George Kinder

Financial Advisor Success Podcast – Listen in as Registered Life Planner and Kinder Institute trainer Scott Frank shares how he convinces his clients to implement the strategies he recommends by creating a buy-in into the financial planning process. You will learn where traditional financial planning software intersects with the life planning approach and how he has built his business around this life planning approach. If you are intrigued by the George Kinder life planning approach or you want to simplify your pricing, this is the episode for you. Credit: Michael Kitces & Scott Frank