MorningStar India – Registered Life Planner Vivek Damani is interviewed for this Morningstar article about how he got into life planning and the impact it has had on him both personally and professionally. Credit: Ravi Samalad
A person may be materially successful but not at peace Read More »
Retirement Cafe – Delivering people into freedom is central to the life planning approach, and a concept that George Kinder, known as the Father of Life Planning, is very passionate about. For George, it’s twofold, which he explains in this interview with host, Registered Life Planner® and Kinder Institute trainer Justin King. George touches upon how, now aged 71, he has followed his entrepreneurial spirit and his deeply held passions to direct his life. He discusses how retirees can take this approach at any stage of life. Credit: Justin King
Finding True Freedom in Retirement Read More »
XY Planning Network – This article by Registered Life Planner® and Kinder Institute trainer Cristina Livadary discusses financial management lessons such as learning your money messages and the importance of finding a financial advisor with a commitment to fiduciary instead of just suitability. She makes an argument for the changing world of financial advice and its improvement toward inclusivity. Credit: Cristina Livadary
The New Generation of Financial Advice Read More »
New Model Adviser – This New Model Adviser article profiles Andrew Brook-Dobson, a Registered Life Planner®, and Matt Kiddle from bdb. In addition to information about setting up his practice and how he has found fulfillment in helping his clients, Andrew also shares how he implemented EVOKE® into his practice. Credit: Tim Cooper
Adviser Profile: Andrew Brook-Dobson and Matt Kiddle of bdb Read More »
CISI – George Kinder, founder of Kinder Institute of Life Planning, shares with host Dominic Dudley why financial planners need to spend more time listening to their clients to help them achieve their life goals in this video for CISI. Credit: Dominic Dudley
Profile: George Kinder, the father of life planning Read More »
Fire It Up with CJ (YouTube) – CJ Liu interviews George Kinder, founder of Kinder Institute of Life Planning, about freedom. There is a lot of pain and suffering we have related to money. George explains how this is a result of messages about money we receive in our childhood that we either accept or reject because of the emotional pain that these beliefs have. George shares how meditation may help let go of these anxious or frustrated thoughts about money so that we can be freedom. George explains that money can deliver freedom. Credit: CJ Liu
Why Do We Have Money Troubles? Read More »
XYPN Radio – Registered Life Planner® Sidney Divine is interviewed by host Alan Moore for XYPN Radio, where he shares the story of his success in the financial planning industry and how he became a Registered Life Planner®. He also mentions the role his training has played in helping him connect more deeply with his clients. Credit: Alan Moore & Sidney Divine
New Model Adviser – New Model Adviser editor Will Robins speaks to life planning guru George Kinder about gaining client trust, plans to condense his methodology for the mass market and a new book on politics. Will also reveals how he has become a financial planning client himself. Credit: Will Robbins
How the NMA Editor Became a Financial Planning Client Read More »
Impact Communications – This interview with Registered Life Planner® Kelly Adams by Marie Swift for Impact Communications is about fee-only financial planning and how Kelly has incorporated life planning into her practice. Credit: Marie Swift
MorningStar India – Registered Life Planner Yogita Dand was profiled in this article for Morningstar India. She shares how she began learning about life planning and how becoming a life planner has helped her clients. Credit: Ravi Samalad
Life Planning Helped Me Be More Empathic Read More »
