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
The Importance of Silence with Scott Frank Read More »
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 »
Money Meets Medicine – Registered Life Planner Ryan Inman shares the Three Questions with his podcast co-host Dr. Jimmy Turner on this episode of Money Meets Medicine. Credit: Ryan Inman & Dr. Jimmy Turner
Live Your Ideal Life Without The Financial Kick in the Pants Read More »
Top Advisor Marketing Podcast – George Kinder discusses Life Planning, the EVOKE method & A Golden Civilization with Matt Halloran of Top Advisor Marketing. Matt attended an EVOKE training back in 2007. He and George discuss the importance of experiencing Life Planning firsthand in it. Credit: Matt Halloran & George Kinder
Escaping the Bucket – “Personal growth in a year is far more important than the percentage growth in your portfolio.” Terry Mullins joins Jeremy Squibb on Escaping the Bucket to discuss Life Planning and changes he witnessed in Jeremy as he started to implement his life plan. Credit: Jeremy Squibb & Terry Mullins
What It’s Like to Experience Financial Life Planning Read More »
