Mission Driven Business – George Kinder joins Registered Life Planner® Brian Thompson on his podcast, Mission Driven Business and talks about the importance of passion and how his passion for creating a strong training model fueled him to draft his famous three questions. He also discusses how his purpose continues to evolve as his life grows and changes. Credit: Brian Thompson & George Kinder
Living Your Passion with George Kinder Read More »
She Conquers Capital – Registered Life Planner® Donna Rasile is interviewed by Stefanie Diaz of She Conquers Capital where she stresses the importance of being a Life Planner and how it enables her to understand a client’s emotional relationship with money and take the time to create a Life Plan with them when a client has an influx of capital. Credit: Stefanie Diaz & Donna Rasile
Donna Rasile, Fintrust Capital Advisors, Wealth Creation and Preservation Read More »
Java Wealth Planning (YouTube) – What does true financial planning look like? It’s much more than just the numbers. It can lead to some of the most impactful conversations and life-changing (or affirming) decisions. In this video interview between host Mike Zung and Registered Life Planner® Danika Waddell, learn about Kinder Institute’s Financial Life Planning process and get a feel for what it could be like to experience true financial planning. Credit: Mike Zung & RLP Danika Waddell
Why You Might Need a Registered Life Planner® Read More »
Forbes – In Registered Life Planner® Brian Thompson’s article for Forbes, he urges readers to consider their emotional response when conducting a mid-year check in on the goals and accomplishments of their business. Sitting with the feelings that arise when answering these bigger questions can really help you identify and confront the real obstacles. Credit: Brian Thompson
A Guide to Your Mid-Year Business Review Read More »
Morton Financial Advice – We love to see members of our life planning community team up! Kinder Institute trainer and Registered Life Planner® Brad Tafoya was a guest on Mentorship trainee Michael Morton’s podcast. They discussed the importance of discovering your ideal life before tackling financial goals. Credit: Mike Morton & Brad Tafoya
Financial Planning Done Right Read More »
XYPN Radio – Maddy Roche, host of XYPN Radio, interviews Registered Life Planner® AJ Ayers and her business partner Shane Mason. They discuss what their business growth has been like—from identifying great new talent for their team to handling the crazy demands of this year’s tax season. They talk about why hiring an operations teammate was vital for their scalability and how their fee calculator helps with transparency. Shane and AJ share their take on their impact, why they got into this business, and how they’ve managed to keep up with the demands of their growing firm. Credit: Maddy Roche, AJ Ayers, & Shane Mason
Dare to Dream Physician Podcast – Dr. Weili Gray invites her EVOKE® Life Planning Training partner Drew Schlotter to her podcast, Dare to Dream Physician, to discuss Life Planning and the benefits it provides to clients. We agree that everyone deserves to be Life Planned! Credit: Dr. Weili Gray & Drew Schlotter
Ep 2: What is Life Planning? Read More »
NextGen Planners – Scott Frank, RLP® and trainer with the Kinder Institute, chats about the importance of silence when having conversations with clients and allowing them the space to share what they’re truly thinking on this episode of NextGen Planners’ podcast. Credit: Dan Graham & Scott Frank
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Financial Advisor Success Podcast – Leighann Miko, CFP, RLP, founder of Equalis Financial joined Michael Kitces.com on #FASuccess podcast to discuss her empathy over zoom, her business niche, and how she implemented Life Planning and EVOKE® into her client meetings. Credit: Michael Kitces & Leighann Miko
Escaping the Bucket – George Kinder is a guest on Registered Life Planners Jeremy Squibb’s and Tom Desborough’s podcast Escaping the Bucket to talk about his journey, what inspired him, what matters now and in the future, and what we can all do to change the world! Credit: Jeremy Squibb, Tom Desborough, & George Kinder
The Origins of Life Planning with George Kinder Read More »
