In this episode, Colin Overweg talks with financial RLP®, advisor, entrepreneur, speaker, and brand enthusiast Justin Castelli. They discuss how Justin got started, why he started his own firm, and ultimately why he earned the Registered Life Planner® designation through Kinder Institute of Life Planning to help his clients align their spirit, mind, body, and
From psychology to life planning, George D. Kinder shares with Ross Marino, CFP®, CeFT® why Kinder Institute trains advisors to empathize with their clients.
In Ep 20 of The Humans vs Retirement Podcast, George D. Kinder and Dan Haylett discuss the importance of being in the moment and how it can positively impact our retirement journey. George Kinder shares with Dan a trick question and his insights on the power of living in the present moment. In a world filled with
As a fee-only fiduciary, Sheila accepts no commissions or referral fees – ever. As a CPA for over 25 years, Sheila brings a long history of integrity, quality and value. Marie Swift recently sat down with Sheila P. Padden, CPA, CFP®, RLP®, Founder of Padden Financial Planning and current President of the Alliance of Comprehensive
“The world would be a much better place if fiduciary was the law of the land as much as the standard by which financial advisors and the financial industry were judged.” – George D. Kinder In his latest ThinkAdvisor article, George Kinder voices his support for the U.S. Department of Labor’s efforts to establish a Fiduciary Rule, defines
George D. Kinder and host of Fireside Chat Podcast Dasarte Yarnway discuss everything life planning in the Onyx Advisor Network’s recent Fireside Chat. In this special episode, they discuss George’s famous three questions for life planning and an advisor’s responsibility to their clients. They also discuss how George believes the fiduciary standard can change our
Victoria Ross FPFS CFP writes about the need to update the professional qualifications of UK advisers in Money Marketing. In it, she mentions Kinder Institute and our courses as “something our professional boards could learn from to bring [interpersonal] skills to our regulatory and mainstream professional education.”
Elliot Dole CFP®, EA, AEP®, CExP, CAP, has recently started to turn away prospective clients if they aren’t interested in charitable giving. “I’m not looking to help Tom and Nancy buy their fourth home and new yacht.” https://www.wsj.com/articles/financial-advisors-money-job-satisfaction-happiness-20c40e17?st=gzlgicg888qgj3e&reflink=desktopwebshare_permalink
“I went through the Kinder Training and that’s basically been the best career decision since starting in the profession.” – Sidney Divine, CFP®, ChFC®, RLP®, RICP®, CDFA ® Sidney started his financial life planning firm Divine Wealth Strategies in 2018 just after completing the Registered Life Planner® designation. In this interview for the SHIFT podcast, he
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