George Kinder, In addition to being a Mindfulness Teacher, Poet, and Philosopher; George Kinder has revolutionized the field of financial advice over the past 20 years. Considered the father of the Life Planning movement, his network of over 3,000 advisors are active in 30 countries covering six continents. George has given keynotes around the world, and has won many awards for being one of the most influential people in the financial services industry. Most notably, George has been recognized as being the first of the 15 most transformational financial advisers who changed the industry, and in 2016 was acknowledged as one of the top 20 financial Innovators on InvestmentNews’ Icons and Innovators list.

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Louis Vollebregt, Louis has studied psychology with the University of Groningen and made a career in financial services. He has 22 years experience in various management and sales positions with Equity & Law/AXA in the Netherlands and developed leading financial planning programs for financial advisers. In 2004 he founded his own business, Means in Progress, and remains an active executive management coach and trainer focused on business and personal effectiveness; his clients include several large insurance companies.

For the past nine years, he has incorporated Life Planning into his practice and has been an international trainer and mentor with the Kinder Institute, working with financial advisers from around the world.

Louis is also a personal Life Planner for entrepreneurs and acts as a mediator of complex business dissolutions.

Article by Louis Vollebregt

Life Planning a Universal approach to Financial Planning

Joel Gluck, MEd, RDT, RLP, is a coach, therapist, Registered Life Planner, and certified trainer and mentor with the Kinder Institute. With George Kinder, Joel designed and developed the Life Planning for You website, selected by the Wall Street Journal as the best in its category. Joel is an executive coach and leadership trainer with over 20 years of experience, working on five continents in companies ranging from the Fortune 50 to non-profits, as well as through his work with the executive education programs of the Harvard Business School, Columbia, the Kellogg School of Management, Duke, and others. Joel studied computer science at MIT, and psychology and creative arts therapy at Lesley University. He has had a daily practice of meditation for 20 years, and has taught mindfulness to groups ranging from prison inmates to corporate executives. Joel lives in Belmont, MA with his wife and two children.

Lisa A.K. Kirchenbauer, CFP®, RLP®,CeFT® has been a RLP since 2005, and has been a CFP since 1991.  Her firm, Omega Wealth Management, was founded in 1999 and since 2004 has been a fee-only firm with a focus on working with successful entrepreneurs and people in significant transition.  In 2005, she fully incorporated the EVOKE process into her client offering and utilizes a retainer and smaller AUM fee model when working with most clients.  Lisa has served as a Kinder trainer and mentor over the years and has had some of her team members take the training as well.  She has a passion for helping other advisors be as successful as possible in integrating their business and personal lives.  One of Lisa’s enduring 3rd question answers is to “have a positive and significant impact on as many people as possible.”  In 2014, she created “The 5 Essential Skills of an Exceptional Planner” and has presented these skills at FPA BE in the US, and to advisors in India, Holland and Australia. She recently released a book under the same title and was inspired to write about these skills because they are integral to the life planning work and EVOKE process.  Lisa lives in the Washington, DC area and is married to Jim, and has three boys:  John, David & Robert.  Lisa’s own RLP is Beth Jones, CFP®, RLP®, CeFT®.

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Kathy Lubar, In the past thirty years, I co-founded and co-led two companies, The New Repertory Theatre, a non-profit theatre, and The Ariel Group, a leadership development company using a theatre based methodology.  For the last twenty years I also trained and coached leaders at the top level of Fortune 100 and 500 companies as well as leaders of non-profits.  I co-authored a best-selling book, Leadership Presence, Dramatic Techniques to Reach Out, Motivate and Inspire (Gotham Books, 2003) and have spoken at national and international conferences on the subject of leadership.  I have taught Executive Education programs on Leadership Presence over the course of two decades including those at Harvard, Columbia, Kellogg and Darden. I have been a serious meditator for over three decades studying with teachers from the Zen, Tibetan and Vipassana traditions. I currently teach mindfulness on meditation retreats and in schools.  I have thirteen-year-old twin daughters who are truly my greatest teachers (especially of humility) and my greatest inspirations.

Nigel Barker-Smith, Nigel is a founding Independent Financial Advisor (IFA), and one of the UK’s leading trainer of Financial Life Planning. He’s worked in the financial services industry for over 20 years and is committed to using his knowledge and experience to transform the way it operates, ensuring more people benefit from financial plans that get profound results.

When he’s not helping clients live their dreams, Nigel is an avid sports enthusiast. He enjoys playing golf, watching American Football and being a local football referee. He spends most winter weekends watching his two sons playing football, and the summer on the Scottish coast.

Nigel’s an active member of the local chamber of commerce and champions local, independent businesses to help owners and the local area to succeed.

Mary Zimmerman RLP®, CFP®
After 25 years of working with people and money in a thriving tax practice, I became a Certified Financial Planner in 2000 and, looking to expand my planning skills, took George Kinder’s Seven Stages of Money Maturity®workshop in 2002. Four hundred different clients pass through my door during the first four months of each year. I had always thought of myself as a good listener. I thought I was pretty empathetic. But I had no idea how much more there was to learn!

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Dr. Ed Jacobson is an executive coach and business consultant. Ed has worked with financial leaders for 20 years. Ed is an expert in helping C-level executives, planners, and advisors create next level business growth and personal fulfillment. Ed has pioneered the introduction of positive psychology and neuroscience in the industry through his Positive Financial Planning© framework. Ed is the author of the book, Appreciative Moments, and numerous articles published in leading financial journals.

Cohost with Jody Jacobson of the Financial Planning Success Series read more here.