“Listen so well that you fully grasp the client’s anxieties and aspirations and what they truly love in their lives, so that your advice and all the products and planning are so closely aligned with what the client wants that they will be delighted by your suggestions and move on them.”
How to Work with Clients That Don’t Take Your Advice Read More »
Money Life with Chuck Jaffe – You might not have considered this perspective, but in his recent interview for Money Life with Chuck Jaffe, George Kinder, Father of Life Planning, shares that the simpler finances of the pandemic have actually helped many people focus on their life plans. Credit: Chuck Jaffe & George Kinder
Godfather of Life Planning Warns … Read More »
Financial Advisor Success Podcast – Registered Life Planner® Cady North joined Michael Kitces for an engaging episode of Financial Advisor Success Podcast, where she had great insights about work-life boundaries, leaning on and learning from your community, and shares how she measures and finds success as an advisor. Credit: Michael Kitces & Cady North
Ep 271: Right-Sizing Your Client Base Read More »
Demystifying Money – Kinder Institute founder George Kinder appeared on Demystifying Money with Misty Lynch, where they discussed how traditional financial advice and life planning differ and George shared his three questions, and the impact visualizing your ideal life can have on your life and finances. Credit: Misty Lynch & George Kinder
Episode 26 – Do You Need a Financial Plan? Read More »
Barron’s features the journey of Spencer Sherman and Brent Kessel to found Abacus Wealth Partners and how Buddhism plays a central role in their firm and their lives. They met at a course led by George Kinder in Hawaii! Credit: Charles Paikert
The $4 Billion Buddhist RIA Read More »
Dare to Dream Physician Podcast – RLP® and doctor Weili Gray interviews George Kinder for her Dare to Dream Physician Podcast. Learn what struggles financial professionals and physicians share in finding professional fulfillment; what physician burnout looks like from a patient’s point of view; and why physicians cannot wait to re-connect with their purpose. Credit: Weili Gray & George Kinder
Ep 39: Delivering Freedom with George Kinder, the Father of Life Planning Read More »
Money Espresso Podcast – In this episode of Money Espresso Podcast, host Ruth Sturkey chats with George Kinder about his journey to becoming an international thought leader, ‘the Father of Life Planning,’ and his vision of a Golden Civilization. Stay tuned for his best money purchase! Credit: Ruth Sturkey
George Kinder: Delivering People into Their Dreams Read More »
XYPN Radio – This episode of XYPN Radio covers a lot—Heather Townsend, a Registered Life Planner®, shares her wisdom from, as she describes it, her messy first few years, and she talks about why it was important for her to raise her fees a number of times as her confidence gained. She shares how today she is able to deliver massive value to her clients on an ongoing basis by working with a coach and following her own life plan. Heather is also a new mom of twins and talks about what it was like to prepare for and enjoy her well-deserved maternity leave, which meant setting up boundaries. She also talks candidly about what it’s like to be a perfectionist and what her confidence curve was like after starting her firm—something more advisors should consider when building their firm. She shares how her life planning training has helped her impact her client’s lives. Credit: Maddy Roche & Heather Townsend
Financial Planning Today – In this exclusive interview for Financial Planning Today Magazine, George Kinder asnwers a range of questions about life planning, mindfulness, and how he has been focusing on living his life plan and what this latest project is. Credit: George Kinder
Q&A with Life Planning Guru George Kinder Read More »
Conversations for Financial Professionals Podcast – Kinder Institute founder George Kinder joins host Dominique Henderson, CFP® on his podcast Conversations for Financial Professionals. Their discussion covers the definition of financial planning, what “holistic” means, and what’s next for the planning profession. Credit: Dominique Hendersen
CFFP #41: True Holistic Planning Featuring George Kinder Read More »
