Kiplinger Retirement Report – A recent Kiplinger’s Retirement Report article featured life planning , following the story of a couple whose financial adviser “instead of just reviewing their investments and budget, asked more wide-ranging questions about the couple’s values and beliefs, and whether their financial goals reflected them.” Credit: Mary Kane
Retirees, Build a Financial Plan That’s Based on You Read More »
Financial Planning – George Kinder’s interview with Financial Planning Magazine about life planning and mindfulness speaks to how the industry’s been affected by the coronavirus and how developing their mindfulness skills to help them listen empathetically to their clients is the best thing advisors can do during this crisis. Credit: Ann Marsh
The 1 tactic advisors should use during the coronavirus crisis Read More »
Financial Advisor Success Podcast – Listen in as Registered Life Planner and Kinder Institute trainer Scott Frank shares how he convinces his clients to implement the strategies he recommends by creating a buy-in into the financial planning process. You will learn where traditional financial planning software intersects with the life planning approach and how he has built his business around this life planning approach. If you are intrigued by the George Kinder life planning approach or you want to simplify your pricing, this is the episode for you. Credit: Michael Kitces & Scott Frank
Informed Decisions Podcast – George Kinder, Father of Life Planning recently spoke with host Paddy Delaney on Ireland’s award-winning Personal Finance & Financial Planning Podcast & Blog, Informed Decisions about Life Planning. Credit: Paddy Delaney & George Kinder
Podcast 167: Life Planning with George Kinder Read More »
Ohana Wealth and Life Planning – Jeff Spitzmiller captures the reasons why someone should consider life planning instead of just financial planning in a blog for his firm, Ohana Life Planning, based on his recent experience at a Kinder Institute of Life Planning EVOKE® Life Planning Training in Hana, HI. Credit: Jeff Spitzmiller
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Money Check Up Podcast – Kinder Institute of Life Planner trainer Scott Frank joins Money Check Up host Anja Jariwala for an episode about life planning. He shares how he implements the EVOKE® method into his practice, and shares the Three Questions that he asks clients to help discover what matter most to them before he starts talking about finances. Credit: Anjali Jariwala & Scott Frank
Episode 30: Values-Based Financial Life Planning Read More »
Flow Financial Planning – Meg Bartelt shares a personal story of her experience at the 5-Day EVOKE® Residential Training in Hana and how it has made her think of how she will frame her role as a financial planner moving forward. She captures well the role of the life planner and the importance of deep listening. Credit: Meg Bartelt
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PFS POWER – Amyr Rocha-Lima discusses why financial planning is not just to help clients accumulate resources but to help them as their coach and cheerleader as another life stage begins in this blog article for PFS POWER. He shares how his training as a Registered Life Planner® helps him connect more deeply with his clients. Credit: Amyr Rocha Lima
Deepening Relationships Read More »
Human Advisor – In this episode of Human Advisor podcast, Scott Frank, Registered Life Planner and Founder of Stone Steps Financial, explains to host Tyrone Ross how he creates an environment for clients to explore what’s important to them and guides them through a financial planning process to help them realize their dreams. Learn about the EVOK method that Scott uses to get to know his clients, receive tips on growing your business by working with other advisors, and discover the three questions that help clients reveal what they really want. Credit: Tyrone Ross & Scott Frank
Guiding Clients Through the Financial Maze Read More »
Forbes – Brian Thompson, shares his experiece of a Kinder Institute 2-Day Seven Stages of Money Maturity® Training, explains how a life planner “puts your interests first and focuses on increasing your sense of financial well-being. So, we help you do things like clarify your values, goals and dreams. We then use that vision to help design a life that is fulfilling and purposeful. In addition, we increase your understanding of specific habits that help support your financial and life goals. Lastly, we deal with emotional conflicts around money. Credit: Brian Thompson
Preparing for the Upcoming Recession Read More »
