Life Planning In The News

New Planner Recruiting – Credit: Caleb Brown, Lisa Kirchenbauer, & Jared Jones

Morningstar – Registered Life Planner® Tim Maurer is interviewed by Christine Benz for The Long View podcast (by Morningstar) about how the pandemic has affected the financial planning industry and client conversations. He says, “I feel as though the pandemic has taken all of us to a place where we are more attuned to the deeper matters of life…We’re asking those bigger questions that when everything is just going great, we don’t have as much of a tendency to ask.” Credit: Christine Benz & Tim Maurer

XYPN Radio – Registered Life Planner Morgen Rochard’s interview on XYPN Radio with Maddy Rochard covers what she’s been up to over the past few years, specifically how she continues to run a high revenue business with just 25 clients, working 8-10 hours a week. Morgen discusses what it was like to delegate some of the major responsibilities to one of her teammates, why she limits the number of clients she takes, and how she has incorporated life planning into her firm for a more authentic relationship. Most importantly, she gives great advice to any working parent out there who dreams of one day starting a firm. Credit: Maddy Roche & Morgen Rochard

XYPN Radio – Registered Life Planner® Cady North talks about what she has been up to since her first interview with XYPN Radio nearly four years ago: establishing a great work-life balance, moving across the country, and most impressively and recently, writing a book. Writing a book was always one of Cady’s goals, but one she never made any progress towards achieving. With some soul searching and an author’s program at her alma mater, Cady was able to write the book of her dreams in just 8 months. She credits Kinder Institute’s EVOKE® course as one of the reasons she chose to finally work toward this goal. Credit: Maddy Roche & Cady North

XYPN Radio – On this episode of XYPN Radio, George Kinder and Lora Woodward of Kinder Institute of Life Planning share what advisors can expect during the two-day training and what they can expect out of incorporating life planning into their firm. Lora Woodward, a Registered Life Planner® and trainer and George Kinder, founder of Kinder Institute, discuss how life planning has the power to transform the standard client/advisor relationship and turn a financial planning engagement into a long-term, meaningful relationship. George and Lora remind us that listening and mindfulness are fundamentals of the client/advisor relationship. Credit: Maddy Roche, Lora Woodward, George Kinder