|
New Life Planning
Videos on YouTube
Presented by George Kinder, CFP®, RLP®
Check out these great new videos
|
|
Two New Webinars
- The Large Firm Life Planning Webinar
Tue, Oct 6, 2009 2:00 PM - 3:15 PM EDT >>Register
Large, multi-office firms face special challenges in changing their product-focused cultures and integrating a more client-centered approach. This webinar will focus on why financial Life Planning is the key to coping with a new era of fiduciary responsibilities and client service.
- Risk Management: How to avoid client panic forever.
Thu, Oct 29, 2009 11:30 AM - 12:45 PM EDT >>Register
George Kinder will share an approach he used successfully for years with his clients involving the 4% Solution, Ibbotson data and clear conversations about the huge market collapses of the Great Depression, banking crises and the Rust-belt Recession. How to combine Life Planning with traditional Risk Management to win calm clients for life!
What is Life Planning, Anyway?
Tue, Sep 1, 2009 2:00 PM - 3:00 PM EDT >> Register
Ever wonder what Life Planning really is or how it could benefit your firm? Got 35 minutes to find out? Join Eva Brodzik, Director of Business Development for the Kinder Institute of Life Planning, and find out why advisers who are doing financial Life Planning are raving about it. There will be a live Q & A after the webinar. This is a recurring webinar. Click here to register for the next broadcast.
“Life Planning has been the key to a wholesale change in my business, my clients, my staff, and my family that has meant both more money and more personal satisfaction.”
~ Adam Young, Managing Director Dragonfly Planning ~ |
 |
Risky Business
By Roger Wellington, Executive Director
What would make you happier six months from now: Winning the lottery or losing the use of your legs? The latest psychological research on happiness yields a surprising result and provides some clues to the conundrum of client risk management. Read more >> |
 |
Tina Weeks is named Kinder Institute's UK Representative
The Kinder Institute is pleased to announce that Tina Weeks is now the Kinder Institute’s UK representative. Tina brings her knowledge and expertise of the UK market, a talent for networking, and her wonderful enthusiasm to the Kinder Institute staff. To find out more about Kinder Training and about the courses that are available in the UK, please contact her. Read a recent article by Tina on CityWire: Read Now>>
Tina Weeks
Tel: 07976 306543
Email: tina.weeks@kinderinstitute.com
|
 |
New Virtual Forums For Financial Life Planners
As Life Planning becomes a global phenomenon, we are always looking for ways to help existing and prospective Life Planners benefit from each other's expertise. In partnership with the IFA Life social networking website, we have created special country-specific “Life Planning Forums” where you can network, interact, and engage with fellow Life Planners in your country and around the world. Check it out now by visiting the IFA Life website at www.ifalife.com and signing up for your account. Then visit your country forum at one of the links below:
www.ifalife.com/LifePlanningUSA
www.ifalife.com/LifePlanningHolland
www.ifalife.com/LifePlanningUK
|
|
Life Planner Spotlight ~ USA
Martin Siesta, CFP®, ChF, RLP®
Maplewood, NJ
Martin Siesta is a financial Life Planner and wealth manager in Maplewood, NJ. He is one of Kinder Institutes most experienced Advanced Training and Mentorship leaders.
Read More>> |
|
Life Planner Spotlight ~ International
Adam Young, RLP®
United Kingdom
Adam Young was transitioning his business, but due to his life planning training, subsequently overhauled the complete dynamics of his advisory firm. He now has fewer clients and less staff, yet his profits have shown strong growth. Adam tells us that a strong sense of fun and satisfaction have come back into what he does. He is so reinvigorated by this transformation that he has started to consult with other advisors who want assistance and guidance in making their own changes.”
Read more >> |
|
In The News
Check out recent Media Mentions about Life Planning and
the Kinder Institute Click Here >> |
|
Monthly Teleconference
The FREE "Town Hall" Teleconferences are an opportunity for anyone to connect with Kinder Institute staff, ask questions and discuss Life Planning and the EVOKE® Process. Teleconferences are held 2PM ET on the 2nd Tuesday of every month.
Teleconference call information >>
Upcoming Events at Kinder Institute
Check out all the new and exciting events being offered by the Kinder Institute. Read More >>
|
|
Books by George Kinder |
The Seven Stages of
Money Maturity
by George Kinder |
Lighting the Torch
by George Kinder |
A Song for Hana
by George Kinder |
|
|
|
|
|
|
|
|
|
|
| |
|
Find A Financial Life Planner
