Meet Registered Life Planner® Kris Amliwala, ChFP, RLP®. Kris is one of over 500 professionals globally that have earned the prestigious Registered Life Planner® (RLP®) designation from the Kinder Institute of Life Planning. In this episode of Kinder Institute’s “I’m a Registered Life Planner®” series, Kris Amliwala shares what it is like to be an RLP®.
Strongly believing that “Personal Finance, is way more Personal, than Finance”, Kris helps focus client conversations on what is really important to his clients. Kris aims to increase “Return on Life” for pre-retirees as a Chartered Financial Planner & Registered Life Planner®.
In his conversation with Kinder Institute’s Communications Director, Lora Woodward, Kris discusses a variety of topics, including what originally attracted him to our training programs and how they affected his personal and professional life. He shares how he integrated Life Planning into his practice and what is next on his own Life Planning journey. See below for a timestamped overview of their conversation.
Chapters:
00:30 Kris’s background and journey to the financial advice sector
01:30 What Life Planning means to Kris
02:00 Why Kris was attracted to Life Planning and why he wanted to become a Registered Life Planner®
02:53 How Kris’s personal life changed as an effect of going through Kinder Institute’s Life Planning program
04:26 How becoming an RLP® has affected how Kris conducts client meetings
05:48 A client success story
06:39 Kris’s advice for aspiring Life Planners
07:35 How Kris introduced Life Planning into his business and to his clients
08:33 What’s next in Kris’s Life Planning journey
Kris Amliwala, ChFP, RLP® is Principal and Financial Planner at Designer Wealth Management. He is passionate about helping his clients “Increase their Return on Life,” not just their returns on investments (although that is part of it!). While originally, Kris had pursued a career in Pharmaceutical Sciences, he found his passion for finance by chance: through fulfilling a short term need at a family business. Through this short-term introduction to financial advice, Kris knew he had to become more involved in helping couples make their money work harder for them! Kris was committed to learning all that he could to be a better adviser for his clients and part of that involved becoming a Registered Life Planner® with the Kinder Institute of Life Planning. Kris was named a 2020 Professional Advisor by the New Talent Awards and was Highly Commended For The Personal Finance Awards Education Champion of the Year in 2020 and 2021. You can learn more about Kris at his professional website mypensionplanner.co.uk.
