May 4, 2013 Your finances: Three Key Questions to Ask "Feelings are our music. Music has feelings," George Kinder told me. This is the type of comment one might expect from a conductor at a symphony. But I wasn't at the symphony. I was attending a workshop of the award-winning life-planning trainer George Kinder. He was highlighting the importance of being able to empathize with the feelings our clients might have about money, especially painful financial experiences. The idea is that through life planning, we are able to help our clients break the cycle of pain and live an inspired life. Read more |
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April 27, 2013 Your finances: Money and an inspired lifesue "What's the most joyful experience you remember having around money?" |
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March 6, 2013 Life Planning a best interests issue Planners can go some way towards meeting their ‘best interests" duty obligations by adopting a ‘life planning' business model, according to AdviserQuest managing director Leyla Banaei. Read more |
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March, 2013 March 2013 Starting Thoughts Congratulations, George! The March issue of the FPA Journal of Financial Planning announced that George Kinder is a new columnist who will write two columns a year. This begins in the April issue. Read more |
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February 27, 2013 Advisers have not moved away from sales, and why should we? A few weeks ago I attended my local Institute of Financial Planning meeting. There was nothing unusual about that but the number of other people who turned up was unusual. It was one of the best-attended meetings I had been to, and only people such as George Kinder and Maria Nemeth have pulled in bigger audiences. I did not know the speaker, Lee Warren, and I suspect he was unknown to almost everyone else. But he still managed to attract a record crowd and I guess the topic had a lot to do with it – the talk was entitled How to Persuade Anyone to do Anything. Read more |
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February 6, 2013 4 ways to stay young like those Taco Bell seniors Have goals |
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January 29, 2013 Interview: Life planning founder George Kinder Now the RDR has arrived, many Financial Planners may be thinking about value-added services for their clients. George Kinder of The Kinder Institute explains what his Life Planning approach offers. Read more |
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January 11, 2013 Seven Resolutions to Get Your Nest Egg in Shape Still looking for just the right New Year's resolution to kick off 2013? Try: "Get my retirement plan in order. Before it's too late." ... The seeming magnitude of the task stops many people from taking action, but it's almost never too late to start. Read more |
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