Podcast

Episode 30: Values-Based Financial Life Planning

Money Check Up Podcast – Kinder Institute of Life Planner trainer Scott Frank joins Money Check Up host Anja Jariwala for an episode about life planning. He shares how he implements the EVOKE® method into his practice, and shares the Three Questions that he asks clients to help discover what matter most to them before he starts talking about finances. Credit: Anjali Jariwala & Scott Frank

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Guiding Clients Through the Financial Maze

Human Advisor – In this episode of Human Advisor podcast, Scott Frank, Registered Life Planner and Founder of Stone Steps Financial, explains to host Tyrone Ross how he creates an environment for clients to explore what’s important to them and guides them through a financial planning process to help them realize their dreams. Learn about the EVOK method that Scott uses to get to know his clients, receive tips on growing your business by working with other advisors, and discover the three questions that help clients reveal what they really want. Credit: Tyrone Ross & Scott Frank

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EP 150 | Turn Life Goals into Financial Goals with George Kinder

Profit Boss Radio – Kinder Institute of Life Planning founder George Kinder joins Hilary Hendershott for an episode of Profit Boss Radio, where they discuss Life Planning, finding freedom, George Kinder’s famous Three Questions and how to use them to map your heart’s core, and the importance of a daily mindfulness practice. Credit: Hilary Hendershott

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Ep #224: Leveraging Investors to Launch Their Financial Life Firm – The Careers of Cristina Livadary & Stephanie Bucko

XYPN Radio – In this episode of XYPN Radio, business partners Cristina Livadary, a Registered Life Planner® and Kinder Institute trainer and Stephanie Bucko explain the paths they took from different industries into financial and life planning and the foundations they used as the basis for their firm. You’ll learn how they navigated a deal with investors to help start their business, how they grew to almost 40 households in just one year, and their vision for the future of their firm. Credit: Alan Moore, Cristina Livadary, & Stephanie Bucko

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Episode 94: The Benefits of Life Planning with Scott Frank

Work Your Wealth – In this episode of Work Your Wealth, Kinder Institute trainer Scott Frank, a Registered Life Planner® shares how EVOKE® can benefit consumers and the impact that the transformative power of discovering what a fulfilled life looks like for you can have on your financial plan. Credit: Mary Beth Storjohann

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How George Kinder Revolutionized the Financial Advice Business

Stay Wealthy – George Kinder, founder of Kinder Institute of Life Planning joins host Taylor Schulte on his podcast Stay Wealthy to discuss how Life Planning promotes better client-advisor relationships and ultimately helps the advisor better serve their client because they understand their client’s life meaning. Credit: Taylor Schulte

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Lisa Kirchenbauer on attracting and deepening relationships through financial life planning

Becoming Referrable – Registered Life Planner® Lisa Kirchenbauer shares how she got into financial planning, how she implements life planning into her practice, and how she is making an impact for her clients. Credit: Julie Littlechild, Stephen Wershing & Lisa Kirchenbauer

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Finding True Freedom in Retirement

Retirement Cafe – Delivering people into freedom is central to the life planning approach, and a concept that George Kinder, known as the Father of Life Planning, is very passionate about. For George, it’s twofold, which he explains in this interview with host, Registered Life Planner® and Kinder Institute trainer Justin King. George touches upon how, now aged 71, he has followed his entrepreneurial spirit and his deeply held passions to direct his life. He discusses how retirees can take this approach at any stage of life. Credit: Justin King

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Ep #204: Leveraging Life Planning to Build a Financial Planning Firm – The Career of Sidney Divine

XYPN Radio – Registered Life Planner® Sidney Divine is interviewed by host Alan Moore for XYPN Radio, where he shares the story of his success in the financial planning industry and how he became a Registered Life Planner®. He also mentions the role his training has played in helping him connect more deeply with his clients. Credit: Alan Moore & Sidney Divine

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