Forbes – Brian Thompson Financial wrote about George Kinder’s Three Questions in this article for Forbes about creating a profitable, mission-driven business. The tactics are Passion, Vision, Strategy, and Tactics. Credit: Brian Thompson
Purpose And Profit: 4 Keys To Creating A Profitable Mission-Driven Business Read More »
Money Marketing – Registered Life Planner® Gill Cardy says financial planners’ “priorities are changing, but our advice is important for clients,” quoting George Kinder’s letter to life planners at the start of stay at home orders in an article for Money Marketing. Credit: Gill Cardy
Gill Cardy: Advisers need super hearing and super patience Read More »
Money Marketing – In this interview with Money Marketing’s Justin Cash, George Kinder, the father of life planning himself looks at why advisers need to focus on clients’ aims and objectives – not just their investments – even at a time of crisis. Credit: Justin Cash & George Kinder
George Kinder: It’s life planning’s time to shine Read More »
Mindset Mastery – In Episode #3 of Mindset Mastery, “The Secret to Great Listening”, host Marie Swift speaks with George Kinder, who is known internationally as the father of the financial life planning movement. In a nutshell: George Kinder and Kinder-trained instructors consistently teach foundational listening skills as a part of the EVOKE® Life Planning process. In this conversation, Kinder tells us why it is so important for financial advisors to engage with empathy, inspiration, and emotional intelligence during client conversations. He also provides a mindful, wise, and challenging skill that can immediately be implemented into your practice and your personal life, leading to more authentic and trustworthy relationships. Credit: Marie Swift & George Kinder
Episode #03: “The Secret to Great Listening” with George Kinder Read More »
XYPN Radio – XYPN members Ian Bloom, Meg Bartelt, Brian Thompson, and Leighann Miko join Maddy Roche for this episode of XYPN Radio to discuss communicating authentically with clients during a time of crisis. This group of members have invested heavily into themselves, their business and their clients by engaging in the George Kinder’s “EVOKE® 5-Day Life Planning Training” program, where they learned the tenants and foundational principles of life planning, a process that has fundamentally changed the way each of them works with their clients. Credit: Maddy Roche, Ian Bloom, Meg Bartelt, Brian Thompson, & Leighann Miko
Ep #253: How to Communicate Authentically with Clients During a Time of Crisis Read More »
XYPN Radio – On this special episode centered around COVID-19 and XYPN’s pro bono effort, host Maddy Roche is joined by long-time XYPN members Kevin Mahoney, founder and CEO of Illumint, and Dana Menard, Registered Life Planner® and founder and CEO of Twin Cities Wealth Strategies. Kevin and Dana, who have been running separate fee-only firms for several years, discuss how they have made their advice available on a pro bono basis for consumers around the country who have been impacted by the coronavirus global pandemic. Credit: Maddy Roche, Dana Menard & Kevin Mahoney
Ep #251: Making Advice Available in the Time of COVID-19 Read More »
Money Life with Chuck Jaffe – In the Big Interview, George Kinder, founder of Kinder Institute of Life Planning, discusses how investors should size up their own good fortunes during the troubles of 2020 and find ways to be mature with their money, making them more generous during the holidays this year. Credit: Chuck Jaffe & George Kinder
Technical analyst says this ‘Buy every pull-back market’ is here to stay Read More »
Kiplinger Retirement Report – A recent Kiplinger’s Retirement Report article featured life planning , following the story of a couple whose financial adviser “instead of just reviewing their investments and budget, asked more wide-ranging questions about the couple’s values and beliefs, and whether their financial goals reflected them.” Credit: Mary Kane
Retirees, Build a Financial Plan That’s Based on You Read More »
Financial Planning – George Kinder’s interview with Financial Planning Magazine about life planning and mindfulness speaks to how the industry’s been affected by the coronavirus and how developing their mindfulness skills to help them listen empathetically to their clients is the best thing advisors can do during this crisis. Credit: Ann Marsh
The 1 tactic advisors should use during the coronavirus crisis Read More »
Financial Advisor Success Podcast – Listen in as Registered Life Planner and Kinder Institute trainer Scott Frank shares how he convinces his clients to implement the strategies he recommends by creating a buy-in into the financial planning process. You will learn where traditional financial planning software intersects with the life planning approach and how he has built his business around this life planning approach. If you are intrigued by the George Kinder life planning approach or you want to simplify your pricing, this is the episode for you. Credit: Michael Kitces & Scott Frank
