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October 21, 2009 Life Planning Special: Creative Thinkers |
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September 2009 My Family and Other Clients |
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August 13, 2009 Kinder extends life planning forum to UK |
The Kinder Institute of Life Planning has appointed a UK representative in response to an increase in advisers wanting to learn more about life planning. With many IFA firms looking to move to new business models as a result of the retail distribution review, the US-based firm said a series of life planning forums would be held in the next six months in conjunction with social networking website IFA Life. Read article now ________________________________________________________________________
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August 6, 2009 Life planning could be life blood for financial advice industry |
Financial advisers struggling to find a post-retail distribution review business model might want to take a look at "life planning", which according to one evangelist could help win new clients for life, writes Joanne Wallen, senior editor at compliance specialist Complinet. Read article now ________________________________________________________________________
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July 22, 2009 Adviser insight: Life planning |
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July 20, 2009 AdviserCam: James Harvey - a Kinder surprise |
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July 7, 2009 Adviser insight: Life planning |
...George Kinder held his customary UK two-day Seven Stages of Money Maturity workshop, closely followed by a five-day Lighting the Torch workshop.Judging by the chatter on the net, both were exceptionally well received and I want to take the opportunity to endorse much of what planners have said in their messages. It is five years almost to the day... Read article now _______________________________________________________________________ |
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June 24, 2009 Dutch advisers meet British counterparts for new model tips |
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June 23, 2009 Kinder considers move to UK as potential for life planning grows |
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June 18, 2009 Pims 2009: |
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April 2009 George Kinder Helps London Delegates Get to Grips with the Life Planning Concept |
The Institute for Financial Planning in the UK reported that their London region branch meeting in February was almost standing room only when George Kinder, a key figure in the life planning arena, sat on a panel that discussed the different aspects of Life Planning and how to integrate it into an existing practice. “The most compelling and riveting moments were when Mr. Kinder recounted some of the cases he had handled over the years, and the things he had been able to uncover. Proof once again that good storytelling is the key to keeping an audience’s attention – the audience was visibly leaning forward on their seats.” Read article now ________________________________________________________________________ |
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April 2009 Wilson draws on Kinder course to launch life planning service |
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Financial advisor Bruce Wilson has launched a life planning service after becoming just one of 10 advisors in the UK to have completed the Kinder Institute’s coursework and credentialing process. Wilson says he expects the new service offerings to translate into “significant profits” as well as greater client satisfaction. Read article now ________________________________________________________________________ |
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March 31, 2009 Deedes: Planners well places to tap new breed of clients |
Speaking at a conference in Leeds, UK-based financial life planner Jeremy Deedes says that a new internet-savvy, self-directed client is emerging that will demand a financial advisor with integrity and the ability to go beyond the mere transactional to the transformational. Read now ________________________________________________________________________ |
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March 2009 |
Adam Young (a regular contributor to publications in the UK and a Registered Life Planner) explains how life planning can help advisers clarify their business plans and profit in the economic slowdown. He also outlines the key components of the life planning process. Read more. ________________________________________________________________________ |
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June 24, 2009 George Kinder: New age nonsense or visionary financial planner? |
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February 12, 2009 International Life Planning Conference |
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IFA Life’s founder and CEO Phil Calvert is excited by a powerful new movement called financial Life Planning. Benefits include a significantly reduced workload, ongoing revenue, satisfied clients, and more time to focus on both business and family needs. IFA Life (www.ifalife.com) is an online business resource and social network for financial advisers, financial planners and mortgage brokers. “They can meet, network, share best practice and improve their Internet presence,” Calvert says. Read more. ________________________________________________________________________ |
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February 12, 2009 Rallying Cry for Aspiring Planners |
Bruce Wilson, RLP®, managing partner of Helm Godfrey, says that financial planners not life coaches are best placed to enter the life planning arena because financial planners understand the money aspects of the client’s life. Adam Young, RLP®, managing director of Dragonfly Planning, says the benefits – which include clear structure, vision and focus, stable and growing revenues, a scalable business model and a means of building value – are huge. Read more. ________________________________________________________________________
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February 12, 2009 Kinder points to fivefold boost in business value |
Kinder Institute founder and president George Kinder believes that advisers who follow the life planning movement could be worth up to five times more in value than commission-based firms. Kinder, whose institute was sponsor of this year's Institute of Financial Planning conference in London, told delegates that combining life planning with a fee-based business model could enhance saleable value by four to five times. Kent-based Dragonfly Planning managing director Adam Young, who changed his business model to centre on life planning, said he got a 45 per cent discount on his professional indemnity cover as a result. Read more. ________________________________________________________________________
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February 11, 2009 Kinder: Life Planning Can Increase Exit Value by Five Times |
Life planning could boost the sale value of adviser firms by as much as five times, according to George Kinder of the Kinder Institute of Life Planning. The pioneer of life planning told an oversubscribed Institute of Financial Planning (IFP) branch meeting last week that integrating life planning into financial practices would boost referrals, inspire clients and lead to greater efficiency. Adam Young, RLP®, managing director of Kent-based firm Dragonfly Planning, also present at the meeting, said he had introduced life planning to his firm three years ago and had seen referrals ‘almost immediately’. Bruce Wilson, managing director of Helm Godfrey, also a Registered Life Planner®, said the Kinder course on life planning had given him the ‘platform and system to run on’ and urged financial planners to consider the approach. Read more. ________________________________________________________________________
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February 2009 Special Feature: A Course in Life with Kinder |
Fision participated in the Seven Stages of Money Maturity workshop in January 2009. The 2-day course was held at UBS offices in London. “Had I known that I would be singing, dancing and revealing personal details with a group of strangers, I might have never agreed to go,” says Fision in thinking back to the day that her editor asked her to attend the Kinder workshop. Fision went in a skeptical and came out alive and full of vigor saying in summary “Through a mixture of validation and empathy, I began to open up and to feel empowered as it became apparent to that my hitherto vague hopes and dreams could become reality.” Read more. ________________________________________________________________________
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February 2009 International Life Planning Conference |
“At a time when the financial services industry is under the microscope, and with many advisers reviewing their business models, life and financial planning pioneer George Kinder CFP brings a long-awaited breath of fresh air to the UK,” says IFA Life’s founder and CEO Phil Calvert (www.ifalife.com). “It is much needed oxygen that’s giving life, energy, enthusiasm and optimism to a forward-thinking group of IFAs and financial planners; planners who have discovered a process which is invigorating their careers and the lives of their clients.” Calvert’s excellent article details the many benefits of adopting the Kinder financial Life Planning methodology. Read more. ________________________________________________________________________
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November, 2007 – Adviser magazine UK Not Your Typical Adviser - By Adam Young, RLP® |
In “Adviser View”, Registered Life Planner™ Adam Young looks at the way life planning through workshops provided by the Kinder Institute has helped his business adopt an individual approach to working with clients. “We are not your typical financial advisory firm,” he says. “Using a process known as EVOKE™, developed in the US by the Kinder Institute of Life Planning, we help our clients decide what is critical, important, even urgent to aid them in achieving their life goals.” Read the article now _________________________________________________________________________
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August – 2007 - Citywire UK Interview with George Kinder: |
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June 12, 2007 – Citywire London Life Planners to Light Up the IFP Summer Session by Lauren MacGillivray |
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November 23, 2006 - Listening to Clients |
| Jeremy Deedes, a financial advisor who practices near York in the UK, is profiled in this article that spotlights how his service philosophy and skill set differs from the average financial planner. Deedes is on track to in March 2007 become the first Registered Life Planner™ in the UK. Deedes helps the Kinder Institute arrange workshops in England. Read the article now. | |
July 16, 2005 – Financial Times (London) Article: What Do You Really Want? by Rebecca Knight Traditionally, we think of financial planning as involving tedious spreadsheets, stacks of tax returns and lots of mumbo jumbo about inflation and the Retail Price Index. But George Kinder is working to change that. Through his best-selling book, The Seven Stages of Money Maturity (Delacourt 1999), and the seminars he gives for planners and the public alike, Kinder has become the recogniz ed father of the life planning movement. His aim is to bring a human element to the curriculum of financial planning. "The central focus of life planning is the client -- what they care about, and they're passionate about," says Kinder. July 2005 – News story from www.moneymarketing.co.uk By Robert Reid, Financial Planner in the UK Recent events have reminded us that when all things are considered, money is not the most important thing it life, says financial planner Robert Reid in this article. He adds that the two-day workshop with George Kinder on the Seven Steps to Money Maturity has “without doubt been the best investment that I have made in recent years. The course focuses on determining what people want out of life from a variety of perspectives using three questions within a set of given scenarios. If we are to show the added value that we can provide, there is no doubt that it is our ‘soft skills’ which need to be honed the most. High levels of knowledge are essential for the professional adviser but they alone will not provide the connection with a client that makes them loyal for years to come.” To read the full story: http://www.moneymarketing.co.uk/item/108416
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