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Financial Advisor
October 2008
Mary Rowland |
Getting Very Personal George Kinder has developed a clear structure to help planners work with clients to uncover the true passion in their lives so that their financial plan will be more effective.   |
Financial Advisor
September 2011
Mary Rowland |
Second Chapter Why I chose life planning as my new career. |
Financial Advisor
August 2008
Mary Rowland |
Worldwide Kinder The Kinder Life Planning Institute teaches financial advisors that it's not just about how you charge for your services but how you deliver them and how you create a different relationship with the clients. |
Financial Planning
April 1, 2010
Donna Mitchell |
The Philosopher At a certain point in the financial planning process, the advisor needs to step back and ask, "What's the purpose of all of this?" So teaches George Kinder, founder of the Kinder Institute of Life Planning. |
Financial Planning
February 1, 2007
Marshall Eckblad |
Bookshelf Financial planning Zen -- Lighting the Torch: The Kinder Method of Life Planning by George Kinder & Susan Galvan. |
Registered Rep.
March 1, 2003
Anne Field |
Shining a Light on Client Dreams Call it financial planning with a therapeutic edge -- life planners help clients save for non-traditional and sometimes deeply personal goals. Life planning could be the ultimate in value-added financial advisory service. |
Financial Advisor
April 2007
David Drucker |
Becoming Fashionable Financial advisors need to help their clients understand that a fulfilling retirement combines a wide range of variables such as having a clear vision of retirement goals as well as financial preparedness. |
Financial Advisor
March 2011
Roy Diliberto |
The Importance Of A Vision Without a clear vision of what you want your financial business to look like, your business plans may have little chance for success. |
Financial Advisor
February 2007
Mary Rowland |
Resolutions For 2007 Ideas for 2007 that you may have neglected to put on your list: Bringing balance to your life... Becoming a better financial planner and a better person... etc. |
Financial Planning
September 1, 2006
Joan Warner |
Life Planning Goes Mainstream Will baby boomers respond best to asset allocation models that are served up with a dash of soul-searching? Some of the biggest firms are betting on it. |
Financial Planning
January 1, 2005 |
Movers & Shakers 2005 Who is showing the way in the financial planning profession? Here are nine leaders, as determined by votes from readers, judges, and editors of Financial Planning. Guy Cumbie... Roy Diliberto... Elizabeth Jetton... etc. |
Financial Planning
November 1, 2005
Suzanne McGee |
Why Can't We Be Friends? You socialize with your financial advisory clients. You know their dreams, fears and bad habits. How do you draw a professional line? |
Investment Advisor
February 2008
James J. Green |
Visionary George Kinder, financial planner and Buddhist teacher, discusses how life planning and financial planning can come together, fostering a client's economic and spiritual well-being. |
Financial Advisor
October 2005
Bruce W. Fraser |
Documents That Make A Difference For financial planning practices, a business plan not only allows you to stand on the mountain top and see the big picture but gives you the opportunity to understand all the facets that intersect to create that panorama. |
Financial Planning
September 28, 2009
Bob Veres |
Scripts from the Past The intersection of money, psychology and financial planning. |
Financial Planning
June 1, 2007
Marie Swift |
Great Communicators Learning to listen and express yourself clearly is the most important part of financial advisors' marketing strategy. |
Financial Planning
August 1, 2006
Marion Asnes |
4 Questions After publishing his best-selling book The Number: A Completely Different Way to Think About the Rest of Your Life, Lee Eisenberg found that his voice had become one financial advisers wanted to hear -- despite the fact that he criticizes some practices of the profession. |
Financial Planning
December 1, 2012
Bob Veres |
Defining 'Real' Planning: Who Are The Real Financial Planners? If you re not doing the hard work of developing detailed plans for your clients, maybe you need a new job description. |
Financial Advisor
May 2008
Mary Rowland |
Clinging To Intimate Relationships Mergers and acquisitions are an important discussion point in every firm's growth plans. |
Financial Planning
March 1, 2008
Elizabeth O'Brien |
Your Network of Experts Forging ties across disciplines can improve your client service and give your practice an edge over the competition. |
D-Lib
Mar/Apr 2011
Diekema et al. |
Teaching Use of Digital Primary Sources for K-12 Settings This paper describes learning outcomes of a three-day workshop on integrating primary sources into K-12 teaching. |
Financial Planning
June 1, 2012
Bob Veres |
Stop Imaginary Planning Our profession's history is a story of mass migration away from, and then back to, what we might call real planning. |
