As part of his Life Planning approach, George Kinder developed three questions that probe deeper into a client’s hopes, dreams, and fears, to help advisors
Father of life planning George Kinder discusses navigating ‘black-swan’ events as a financial adviser. He addresses the life planning issues impacted by recent events, such
https://www.financial-planning.com/news/link-between-financial-planning-and-psychology Kinder Institute trainer and Registered Life Planner® Cristina Livadary, CFP®, RLP® is quoted in this Financial Planning article about the inclusion of the psychology of planning
“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
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
Financial Planning Today – In this exclusive interview for Financial Planning Today Magazine, George Kinder asnwers a range of questions about life planning, mindfulness, and
New Model Adviser – Clients already know the obstacles to their happiness, and planners should give them space to explore their own solutions too. In
Rethinking65 – People are emerging from the pandemic hungrier for meaning and need advisors who truly listen. George Kinder shares some advice to financial planners
Financial Planning Today – “I think of Life Planning as great Financial Planning. It’s the complete package. By adopting a Life Planning approach, advisers can
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