Clients Come First: In Support of a Fiduciary Standard
"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."
Join George Kinder in this article as he discusses the effort to expand and deepen the term fiduciary. Kinder believes it's time more people understood the importance of all institutions in becoming fiduciary in all things.
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How To Light Your Retirement Torch
In this episode, host Dan Haylett and George Kinder dove deep into thought-provoking topics.
First, they discussed being present. George emphasizes the importance of living in the moment and finding happiness and well-being right here, right now. Next, they discuss seizing opportunities. George shares an inspiring story about how unexpected circumstances, like the COVID-19 pandemic, can open doors to new possibilities. He talked about how having more time on our hands can lead to exciting ventures and personal growth. It's incredible what we can achieve when we embrace the opportunities that come our way. Lastly, they discussed authenticity. In a world filled with noise and opinions, George stresses the importance of staying true to ourselves.
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Self Evaluation to Personal Finance
George and host Laurence Kotlikoff have a discussion about Kinder’s fantastic career and how he approaches life planning -- a method of financial planning that he has taught to thousands of financial advisers across the world.
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Fireside Chat
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 world and the future of financial advice.
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Move To Allow Small Trailing Commissions Provokes Backlash
George Kinder stands fiercely for a fiduciary role for financial advisors. George Kinder is interviewed as a thought leader in the fiduciary realm in Eric Rasmussen's article about NAPFA and trailing commissions.
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Financial Life Planning Your Own Dreams
George D. Kinder and Lee Korn chat about the value of the life planning process for financial advisors and the philosophy behind why it works so well. George says that life planning involves "listening to the client in a way that they can feel your responsiveness to both the challenges that they've had in their life... and the things that they just love to do." The rapport built through this deep listening allows clients to feel comfortable and eager to share with their planner what would deliver them a life of profound meaning and fulfillment. As a graduate of the EVOKE® Life Planning Training, Lee shares his experience attending the course and implementing the method into his practice.
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Delivering the impossible dream
George Kinder is featured on FP Today and discusses what advisers can do when their clients share dreams for a future that is seemingly impossible to deliver.
The first step is to ask ourselves, "who's “impossible dream” is it?" Our filters, tied to budgets and personal experiences, can prevent us from allowing our clients to dream their best lives. Registered Life Planner® professionals are trained to handle these circumstances with empathy and to deliver a vision to their clients with them having already achieved their dreams. When presented with the facts of their (financial) situation, our clients will astound us with how they can deliver their aspirations or come as close to them as possible.
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Three guiding questions to reveal your fulfilling retirement
George D. Kinder of the Kinder Institute of Life Planning recommends your life is wrapped around a series of central questions.
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Financial Planning Pioneer George Kinder
George Kinder joins Bridget Sullivan Mermel to talk about his approach to money, meaning and happiness, called Life Planning. A pioneer in the field of financial planning, George created a process of helping people understand how money fits into their lives.
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Client-Centered Financial Planning-Rosemarie McKinnon and George D. Kinder
Rosemarie McKinnon CFP, RLP chats with George D. Kinder about the relevance of the EVOKE® process in putting the client first when creating client-centered financial planning.
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Why happiness matters
Read George Kinder’s reflections on life planning and happiness in my latest article for Financial Planning Today. I believe that the greatest source of lifelong happiness is the torch that a Life Planner delivers to their client and that the client then delivers into their own lives.
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Using Listening Skills and Mindfulness to Manifest your Goals
In this Swift Chat, Marie Swift of Impact Communications Inc. speaks with George Kinder of the Kinder Institute of Life Planning. The two discuss mindfulness skills to help yourself live the life you want to live and what the Registered Life Planner designation means.
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Finding Authentic Financial Freedom Ep #109 The Most Hated F-Word Podcast
George Kinder speaks to podcast host Shaun Maslyk, FBS ®, CFP®, B.Comm, CIP about finding freedom, your authentic voice, and the present moment.
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Mastering Mindfulness with George Kinder
George Kinder and Dr. Travis Parry chat about financial life planning and mindfulness as ways to achieve balance.
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Cluedo, Travel Destinations and interview with George Kinder from Kinder Institute
George Kinder and Chris & Charlotte Daems discuss George's artistic inspirations and what he considers to be his legacy, his third question. His interview is in three parts: Episodes 220-222.
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Life Planning: Looking Beyond Finances with George Kinder
We’ve talked so much about financial planning on this podcast, but there’s a much bigger picture we also need to consider when we lay down our finances. And that’s life planning– where we aim our financial goals based on what we want to achieve in our lifetime and how we can support our dreams.
Host Emlen Miles-Mattingly joins George Kinder, founder of the Kinder Institute of Life Planning. Harvard-educated, in discussing Life Planning– where we aim our financial goals based on what we want to achieve in our lifetime and how we can support our dreams. George spent his life revolutionizing financial planning advice for 35 years by training over 3,000 professionals across 30 countries.
With so much experience under his belt, George is sure to open up your path to more financial opportunities!
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Life Planning, Mindfulness, and a Golden Civilization with Dorian Mintzer and George Kinder
Author, speaker, meditation teacher, and father of the Life Planning movement in financial advice, George Kinder, will describe how Life Planning delivers an exhilarating and meaningful experience for the client. Kinder will briefly discuss Life Planning's five-phase EVOKE methodology, based on mindfulness, that utilizes deep listening and communication skills to uncover clients' dreams of freedom and then delivers them.
He will share the evolution of his Life Planning work, as described in his latest book, A Golden Civilization & the Map of Mindfulness, and how it is now being used by groups globally to rethink civilization through an interactive visioning strategy that goes beyond the self or even the larger community but considers the entirety of civilization and empowers leaders to develop the world they want to live in right now.
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Beyond Fiduciary featuring George Kinder
Adam Holt & Derek Notman invite George Kinder into the Rethink Tank to talk about the critical mindset of being a client fiduciary. George shares his perspective of how financial advice can help people find meaning, and how it starts with listening.
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