Lora Woodward

Unpacking Freedom with George Kinder

Money Mechanics – In this episode of Money Mechanics featuring a conversation between Registered Life Planner and host Scott Malcolm and the Father of Life Planning George Kinder, the two life planners connect on a mission to bring greater levels of freedom everywhere. George Kinder shares how he has been living his life plan and talks about the importance of a mindfulness practice in helping financial planners be more present for their clients. Credit: Scott Malcolm & George Kinder

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#FA Success Ep 257: Deepening Client Relationships By Going Deeper For Clients In Transition, With Beth Jones

Financial Advisor Success Podcast – In this episode of Financial Advisor Success Podcast, host Michael Kitces, talks in depth with Beth Jones, a Registered Life Planner® about her financial planning process with clients including technology she uses and why Beth still chooses to provide a physical financial plan deliverable to clients (even as she acknowledges that few open the plan again after it’s first delivered). They also talk about how Beth structures her advisory fees with clients and Beth shares how the greatest challenge of scaling up her advisory firm has not been about continuing to find new clients but finding the new team members to serve them and how Beth navigated the challenging transition of finding out that her co-founder was ready to retire while Beth wanted to continue running the business and serving clients longer. Credit: Michael Kitces & Beth Jones

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George Kinder: Life Planning v Financial Planning

Financial Planning Today – “I think of Life Planning as great Financial Planning. It’s the complete package. By adopting a Life Planning approach, advisers can deliver their financial acumen to clients in the most efficient and comprehensive way – by putting their clients’ lives first, rather than their money,” says George Kinder in his latest column for Financial Planning Today. Credit: George Kinder

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The Best Financial Planning Question with George Kinder

NextGen Planners – In this NextGen Planners podcast episode, host Dan Graham chats with George Kinder, founder of the Kinder Institute and the Father of The Life Planning Movement. Here, they discuss George’s career, his books, his favorite questions to ask clients and the importance of silence, alongside much, much more. Credit: Dan Graham & George Kinder

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Unpacking Financial Life Planning with Amanda Pond

Money Mechanics – In this engaging podcast episode for Money Mechanics, two Registered Life Planner® designees, host Scott Malcolm and Amanda Pond discuss the value of understanding your client’s goals and letting them be the driving factor of a fianncial plan. Amanda shares that she believes the most important key to financial success is understanding what your purpose is and what you need to live a full life (what you want to be, do and see) and that once you understand what it is that drives you, you are more likely to be able to make a plan that you will stick to. Credit: Scott Malcolm & Amanda Pond

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The Human Side of Money Ep. 36: Integrating a Life Planning Approach into Your Practice with Scott Frank

The Human Side of Money – Financial planning without any regard for the person’s dreams, values, and life they want to live is nothing more than numbers on paper. A person’s dreams, values, and life they want to live without any regard for money is nothing more than a fantasy. That’s why the future of financial planning is life planning. Kinder Institute trainer and Registered Life Planner® Scott Frank’s conversation with the Human Side of Money Podcast’s host Brendan Frazier explores Life Planning and how an advisor interested in connecting more deeply with their clients might incorporate Life Planning into their business. Credit: Brendan Frazier & Scott Frank

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Identifying What Really Matters to Effectively Navigate Your Finances with Scott Frank

Minority Money Podcast – Scott Frank, Registered Life Planner® and trainer at Kinder Institute of Life Planning is interviewed by Emlen Miles-Mattingly for his Minority Money Podcast. Scott shares his expertise in the field of life planning and explains why it is so important for advisors to understand their clients and how they define life fulfillment in order to help them with their financial planning. Credit: Emlen Miles-Mattingly & Scott Frank

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