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George Kinder in The Netherlands and UK
in April and May
Join us for one of the following events/workshops:
April 28
Inner Listening 1-Day Retreat. Amsterdam. Deepen and strengthen your Inner Listening practice in this day-long retreat. George will give practical instruction but the day will be devoted mostly to silent practice. Contact Maryellen.grady@kinderinstitute.com for information.
April 29
Life Planning Mastery. Day-long advanced EVOKE® and practice management seminar for 5-Day Training and RLP graduates. Amsterdam. Contact eva.brodzik@kinderinstitute.com for information.
May 6-7
Seven Stages of Money Maturity® Workshop –
A New Model for Understanding and Developing Client Relationships. London, UK.
May 9-14
Advanced Life Planning Intensive –
Applying the EVOKE® Methodology to Client Engagements. Dorset, UK. |
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The Changing Roles of Financial Advisors
By Roger Wellington, Executive Director
Stunning Research Completely Validates Life Planning Approach to Financial Advice! That’s the headline we should have seen when a recent study was published by the Journal of Financial Planning. The Kinder Institute has been teaching advisors for years how to discover and incorporate clients’ values and broader aspirations for life into financial plans and recommendations. We’ve watched advisors dramatically improve their practices and cause extraordinary client transformations using this approach. But we never had more than anecdotal evidence to support our case…until now. Read more >> |
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Life Planner Spotlight ~ USA
Mary Zimmerman, CFP®, RLP®
Chandler, AZ
Mary Zimmerman, CFP® RLP® is one of the Institute’s senior trainers. Everyone who meets Mary is immediately struck by her infectious optimism and keen understanding. She has had a tax and planning practice outside of Phoenix Arizona for 30 years which is now called PATH Financial Strategies, LLC (PATH is Mary's acronym for “Planning At The Heart”) and was a member of the inaugural class of Registered Life Planners® in 2003. Read More>> |
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Life Planner Spotlight ~ International
Jeremy Deedes CFP®, RLP®
United Kingdom
Jeremy Deedes was one of the first Registered Life Planners® in the UK and is passionate about spreading Life Planning to consumers and his professional colleagues. His deep insights about Life Planning are reflected in his presentations, articles and numerous postings to online forums.
Read more >> |
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RLP® CEU Program
A reminder about continuing education requirements for all Registered Life Planners.
RLPs are required to complete 16 hours of continuing education requirements every two years including at least 4 hours of additional education on the EVOKE®method. We have developed some new ways to satisfy these requirements that are detailed on our website but here are two good options:
- The Life Planning Mastery program that meets four times a year to work on business management and advanced EVOKE concepts. The next session in the US meets on June 4 and in The Netherlands on April 29.
- The Kinder Institute Conference - Date TBA.
Please visit http://kinderinstitute.com/ceu.html for complete information and course options.
Report continuing education hours online to ensure you receive credit at www.kinderinstitute.com/ceu-report.htm. |
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Webinars
What is Life Planning, Anyway?
Thurs, April 22, 2010 11:00 AM EST >> 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.
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In The News
Check out recent Media Mentions about Life Planning and
the Kinder Institute including Donna Mitchell's recent article in Financial Planning Magazine The Philosopher Click Here >> |
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Monthly Life Planning Teleconference
Teleconferences are held 2PM ET on the 2nd Tuesday of every month.
Teleconference call information >>
Upcoming Events at Kinder Institute
Inner Listening Day in Amsterdam: Contact Maryellen Grady at maryellen.grady@Kinderinstitute.com for details. Check out all the new and exciting events being offered by the Kinder Institute. Read More >>
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Life Planning
Videos on YouTube
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Marketing for Financial Planners
How to Market and Promote your Life Planning Proposition
IFA Life’s founder Philip Calvert has described Life Planning as “The most significant opportunity the financial planning industry has ever seen.” But for advisers to reap the rewards that Life Planning can bring to their business, it’s important that they are able to communicate their service clearly to clients, prospects and professional connections.
That’s why IFA Life has produced a new guide to help you: Read more |
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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 |
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Media Mentions