George D Kinder

After spending a week together for the EVOKE® Life Planning training, Miriam Whiteley shares how she and two other EVOKE® graduates and fellow Registered Life Planners have stayed in touch and have held eachother accountable more than a year out from their initial life planning sessions in Hana, HI. In this blog post, Miriam shares how to celebrate the anniversary of their EVOKE® training meeting, she found it incredibly insightful to get re-Life Planned and how Mentorship Trainer Ed Jacobson contibuted to their exercise.

Sometimes in a client meeting, you might be faced with a client who is navigating some difficult emotions. Being a Registered Life Planner, you are equipped to enter that conversation with empathy and the tools to help take your client out of their despair and help them forward on their hero’s journey. In this blog post, Randy Gardner shares a client story where he helped his client through a difficult time by taking him through The Three Questions exercises and delivering him a torch that energized and motivated him to continue on his journey.

Sidney Divine’s outlook on financial planning changed dramatically from the moment he learned about Life Planning. In this blog post, Sidney shares how taking Kinder Institute’s trainings, experiencing being Life Planned himself, and becoming a Registered Life Planner® have led him to client successes that he wouldn’t have been able to encourage had he not decided to make Life Planning a part of his process.

Before it StartedCasting my mind back to how I was before I started my journey, here’s how I must have seemed to those I encountered:

Dragonfly operates from Beckenham, just outside of South London. The company started trading in 1984, and I joined in 1988 from Barclays Bank. We operate

Jeremy Deedes is the owner of Planning for Life Ltd, based in Helmsley, North Yorkshire, UK. He has worked in financial services for most of

Omega Wealth Management, LLC is based in Arlington, VA just outside Washington, DC. Lisa has been in the industry since 1985, and had her own