Financial Advisor Success Podcast – Leighann Miko, CFP, RLP, founder of Equalis Financial joined Michael Kitces.com on #FASuccess podcast to discuss her empathy over zoom, her business niche, and how she implemented Life Planning and EVOKE® into her client meetings. Credit: Michael Kitces & Leighann Miko
Escaping the Bucket – George Kinder is a guest on Registered Life Planners Jeremy Squibb’s and Tom Desborough’s podcast Escaping the Bucket to talk about his journey, what inspired him, what matters now and in the future, and what we can all do to change the world! Credit: Jeremy Squibb, Tom Desborough, & George Kinder
The Origins of Life Planning with George Kinder Read More »
Money Meets Medicine – Registered Life Planner Ryan Inman shares the Three Questions with his podcast co-host Dr. Jimmy Turner on this episode of Money Meets Medicine. Credit: Ryan Inman & Dr. Jimmy Turner
Live Your Ideal Life Without The Financial Kick in the Pants Read More »
Top Advisor Marketing Podcast – George Kinder discusses Life Planning, the EVOKE method & A Golden Civilization with Matt Halloran of Top Advisor Marketing. Matt attended an EVOKE training back in 2007. He and George discuss the importance of experiencing Life Planning firsthand in it. Credit: Matt Halloran & George Kinder
Escaping the Bucket – “Personal growth in a year is far more important than the percentage growth in your portfolio.” Terry Mullins joins Jeremy Squibb on Escaping the Bucket to discuss Life Planning and changes he witnessed in Jeremy as he started to implement his life plan. Credit: Jeremy Squibb & Terry Mullins
What It’s Like to Experience Financial Life Planning Read More »
Morningstar – Meg Bartelt, Registered Life Planner®, was on The Long View podcast, where she discussed her specialty (women in tech), fee structures, and how her training with the Kinder Institute and the community she found at XY Planning Network has helped her business. Credit: Christine Benz & Meg Bartelt
Meg Bartelt: ‘More Money Does Not Make You Happier’ Read More »
Escaping the Bucket – Tom Desborough and Jeremy Squibb discuss the power of a strong vision in energizing clients to enjoy the process by discussing their own life plans, both having earned the Registered Life Planner® designation on their Escaping the Bucket podcast. They explain the Three Questions and how they help planners to dig deeper. Credit: Jeremy Squibb & Tom Desborough
Building a financial plan – stage 2 – the three questions, + learning to love the grind Read More »
Morningstar – George Kinder’s interview with Morningstar’s Long View covered classic topics such as George’s inspiration for Life Planning and the Three Questions, but also answers some new questions about how and why Life Planning works, even if the client’s life plan changes. Credit: Christine Benz & George Kinder
George Kinder: A Financial Plan Needs To Be a Life Plan Read More »
New Planner Recruiting – Credit: Caleb Brown, Lisa Kirchenbauer, & Jared Jones
Morningstar – Registered Life Planner® Tim Maurer is interviewed by Christine Benz for The Long View podcast (by Morningstar) about how the pandemic has affected the financial planning industry and client conversations. He says, “I feel as though the pandemic has taken all of us to a place where we are more attuned to the deeper matters of life…We’re asking those bigger questions that when everything is just going great, we don’t have as much of a tendency to ask.” Credit: Christine Benz & Tim Maurer
Tim Maurer: Personal Finance Is More Personal Than It Is Finance Read More »
