Rethinking65 – People are emerging from the pandemic hungrier for meaning and need advisors who truly listen. George Kinder shares some advice to financial planners hoping to connect more with their clients in this interview for Rethinking 65. Credit: Jerilyn Klein
‘Father of Life Planning’ Urges Advisors to Pause Read More »
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
The Best Financial Planning Question with George Kinder Read More »
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
George Kinder: Life Planning v Financial Planning Read More »
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
Unpacking Financial Life Planning with Amanda Pond Read More »
New Model Adviser – In a new column for Citywire New Model Adviser, life planning pioneer George Kinder explains how to master listening skills, including actionable steps that you can take immediately to improve their client conversations and relationships. Credit: George Kinder
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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
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
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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
Identifying What Really Matters to Effectively Navigate Your Finances with Scott Frank 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
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