Podcast

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

Elementality Podcast – What describes your advisory approach? Maybe you see yourself as the “hero” who has the optimal financial solution for clients? Or maybe you take the approach of a “guide” by helping client’s align their finances with their life. Reese Harper’s guest on this episode of the Elementality podcast is Scott Frank of Stone Steps Financial, a Registered Life Planner® and Kinder Institute trainer. Scott and Reese talk about how having clients first focus on what they want out of life creates an emotional connection that provides the motivation they need to follow through with your planning advice. Scott found himself at a crossroads early in his career when he began wondering why it was so difficult to get clients to follow through. Find out why Scott changed his approach and how it has paid off through continued growth. Credit: Reese Harper & Scott Frank

Elementality Podcast – On this episode of the Elementality podcast, host Reese and George Kinder discuss the ideas about personal freedom that led George to start the Kinder Institute of Life Planning. Find out how his vision about the real needs of clients can help you work with your own clients today. Credit: Reese Harper, Abby Morton, & George Kinder

NextGen Planners – On this episode of NextGen Planners’ Podcast, Danika Waddell shares how challenging career-changing can be, what she has learned getting into the financial planning industry, and why focusing on a client avatar can really help define your niche as a business. Danika is currently enrolled in our Life Planning Mentorship. Credit: Dan Graham & Danika Waddell

The Human Side of Money – Registered Life Planner® Adrian Murphy talks about Murphy Wealth’s new human-first approach, which includes implementing the EVOKE® method with clients, practicing empathetic listening at the firm, hiring a Chief Behavioral Officer, and more on Wired Planning’s Human Side of Money podcast with Brendan Frazier. Credit: Brendan Frazier & Adrian Murphy

XYPN Radio – This episode of XYPN Radio features Jennipher Lommen, a career changer who entered this industry only a few years before she launched Wildflower four years ago. Jennipher homeschooled all three of her children and explained what it was like to begin looking to enter a new industry in her 40s. She talks about how the industry is in dire need of more women and how this profession is so accessible to anyone who is interested in being a listener, supporter, and advocate for their clients. She shares her perspective on the CFP® curriculum and how the Registered Life Planner® designation process has been transformative for both herself and her practice. Credit: Maddy Roche & Jennipher Lommen

Money Mechanics – In this episode of Money Mechanics featuring a conversation between Registered Life Planner and host Scott Malcolm and the Father of Life Planning George Kinder, the two life planners connect on a mission to bring greater levels of freedom everywhere. George Kinder shares how he has been living his life plan and talks about the importance of a mindfulness practice in helping financial planners be more present for their clients. Credit: Scott Malcolm & George Kinder

On My Way to Wealth – George Kinder is interviewed by Luis Rosa, CFP®, EA in On My Way To Wealth about the the importance of life planning on your way to achieving your dream, achieving mindfulness in today’s world, and advice on how to obtain inner peace and freedom. Credit: Luis Rosa

Financial Advisor Success Podcast – In this episode of Financial Advisor Success Podcast, host Michael Kitces, talks in depth with Beth Jones, a Registered Life Planner® about her financial planning process with clients including technology she uses and why Beth still chooses to provide a physical financial plan deliverable to clients (even as she acknowledges that few open the plan again after it’s first delivered). They also talk about how Beth structures her advisory fees with clients and Beth shares how the greatest challenge of scaling up her advisory firm has not been about continuing to find new clients but finding the new team members to serve them and how Beth navigated the challenging transition of finding out that her co-founder was ready to retire while Beth wanted to continue running the business and serving clients longer. Credit: Michael Kitces & Beth Jones