Video interview: Kinder warns advisers against pushing products

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By Damian Fantato

The financial service industry's domination by product providers has encouraged advisers to focus too much on their clients' finances, George Kinder has said.

Speaking to FTAdviser, the life planning trainer said advisers need to consider their clients' lives in the round and help them achieve their life goals.

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Mindfulness Mapped: A Leader’s Guide to the Present Moment

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Step boldly into your greatness by accessing the present moment. Thought leader, mindfulness practitioner, and finance guru George Kinder unveils his life’s work with a Map of Mindfulness. He uses the map to explain new forms of leadership, economics, and democracy all rooted in the present moment. 

This radical 60-minute talk offers insight into how you can personally apply his methods to access your inner leader and enhance your performance in every aspect of life: at work, with your family, and in your relationships. Kinder explores how strong leadership skills come from being present. Always residing in the present moment means you are ready for anything from inspired action to empathic wisdom. 

His leadership system democratizes entrepreneurial spirit, maximizing both innovation and growth across society as it maximizes the efficient allocation of human capital. He shifts the frame of economic thinking by grounding all of space and time in the present moment and argues that moments of freedom rather than moments of transaction become our focus. He proposes self-knowledge as a more sustainable motivator than self-interest. 

In just one hour, you will understand the present, how to access it, and how it enhances your leadership potential. You’ll discover how to live in the moment and inspire others. You’ll gain a new way of visioning what is possible for the organizations and communities you represent and the tools to take steps to enact change now.

Kinder’s work aims to impact civilization. He’s recently launched a grassroots movement of community conversations happening globally that asks attendees to vision a Golden Civilization and then work to establish it now. His latest book, A Golden Civilization and the Map of Mindfulness, is available for pre-order on Amazon now and can be purchased March 4, 2019. To celebrate the book’s launch, we offer attendees of the live BrightTALK on March 4 a special one-day price of $1.29 for the Kindle version.

Click here for reminder and to sign up

In time of ‘crisis,’ George Kinder has a solution

Life planning pioneer George Kinder is embarking on a worldwide mission to spread the movement he helped start nearly 30 years ago. The world is ripe for such an undertaking, he says.

“We’re at a time of crisis, and it’s a crisis for the whole planet and a crisis for democracy,” Kinder said in an interview at NAPFA’s fall conference. “I think we have a choice, and the choice is, do we allow hierarchies of power to accumulate more power?”

Kinder, a driving force in life planning alongside the late Dick Wagner and other innovators, argues that people have “nothing that we can trust to deliver us a healthy society.” Adam Smith’s theory of self-interest as a driver of the economy has fallen out of whack due to the power held by corporations and governments, he says.

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ALLIANCE OF COMPREHENSIVE PLANNERS AND THE KINDER INSTITUTE OF LIFE PLANNING ANNOUNCE 2018 CONFERENCE COLLABORATION PRESS RELEASE

ACP’s tax-focused comprehensive financial planning process pairs nicely with Kinder’s holistic life planning approach. This year’s annual ACP conference will be held Nov. 6-9, 2018 at the Miami Marriott Biscayne Bay. On Nov. 5 and 6, 2018, as a pre-conference option being offered the two days immediately preceding the ACP Annual conference, George Kinder will be leading his signature “Seven Stages of Money Maturity” workshop. “This workshop trains advisors to help their clients find freedom and financial security by developing clarity and ease around their relationship to money,”

 

Read Full Press Release – ACP_Kinder Collaboration_2018

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George Kinder's Seven Stages of Money Maturity is Featured on the Wall Street Journal's Top Financial Reads for the Summer

 

 

Nearing retirement? Consider George Kinder’s “The Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in Your Life,” says Jake Engle, a certified financial planner at Wealth Planning & Management in Vancouver, Wash. “Kinder provides questions and answers to help people deal with what retirement is really like,” Mr. Engle says, and it isn’t just about the money—it also helps readers “understand that work isn’t your identity and that freedom is a great thing.”

https://www.wsj.com/articles/the-financial-books-that-should-be-on-your-summer-reading-list-1531101961

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Is there enough training on soft skills

 

If soft skills are so vital to being an effective financial adviser then it makes sense for the industry to offer sufficient training.

This could be training for those just starting out as advisers who want to know how to develop and start using these interpersonal skills, or it could be courses which help those who have been financial advisers for years but who are keen to brush up on their skills.

Read full article here

FT Adviser

by Ellie Duncan

https://www.ftadviser.com/investments/2018/04/05/is-there-enough-training-on-soft-skills/

 

Voices Legacy building: Are advisors up to the task?

Helping clients leave a legacy is one of the more difficult, and nuanced, challenges facing a financial planner.

With many retirees having accumulated significant wealth through their workplace retirement programs, and through real estate, there are more families passing on wealth to their heirs. Where historically most retirement income was generated through pensions and disappeared at death, 401(k) and IRA retirement plans have the capability of securing wealth for generations to come.

Sometimes married couples aren’t on the same page; sometimes a single client has no family but still wants to leave a positive impact; and sometimes clients simply don’t know what they want to do. Rest assured, you can help in each case.

https://www.financial-planning.com/opinion/how-to-help-clients-leave-an-impact-after-theyre-gone

 

Financial Planning

by Dave Grant

April 3, 2018

Financial Planning
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Three Life Lessons I Learned When My Wife Died at Age 32

With Valentine’s Day this past week, most people’s focus was on hearts and flowers as they considered ways to show their love.  It’s too bad that estate planning and life insurance — arguably the most appropriate gifts for a loved one when you really think about it — will not even remotely enter the mind of the vast majority of the people who need it most.  By the way, if you’re reading this post that means you if you haven’t already taken care of them.  

As previous readers know, last year my wife Sarah passed away after a long illness.  She was only 32.  We had been married for just under five years.  There’s nothing quite like the loss of a spouse at a young age to make you step back and think.  I’ve been doing a lot of journaling and reflecting over the past six months and here are some of the three most important things I’ve learned.  I hope that by sharing my story I can help encourage you to think about these things and take action if needed.  

by Daniel

Click here to read more...

George Kinder on Life Planning, Inspiration and A Golden Civilization

WHO: George Kinder

WHAT: Author, trainer, speaker, father of the life planning movement

WHAT'S ON HIS MIND: "Life planning is fundamentally a listening skill."

FPA RETREAT 2018:  Don't miss George Kinder, as well as other financial planning thought leaders, at FPA Retreat 2018.  Register HERE.

The father of life planning, George Kinder, has been influencing the planning profession through his teachings and writings for more than two decades. And he’s not slowing down anytime soon. He’s finishing his latest book (available later this year) and will give a keynote address at FPA Retreat in April.

Kinder and I spoke via phone from his part-time home in Hawaii about life planning, his teachers, and where he finds inspiration.

Click here for more information...

George Kinder heading a panel titled Implementing Life Planning

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George Kinder headed a Panel at the PFS in Birmingham. Click here to see to the full panel.

Implementing Life Planning    

Other members of the panel include:

·       Luella Keeley, Moderator

·       Michael Fairweather

·       Justin King

Implementing Life Planning Panel Description;

The panel will be discussing how advisors are becoming increasingly aware of the importance of understanding not only a client’s financial situation, but also how their aspirations, concerns, and values tie into their financial lives. Hear directly from the “Father of Life Planning," George Kinder, as well as practitioners who have implemented various life-centric approaches into their practices as they share their processes, techniques, and tools used in this evolving space. 

The panelists also shared:

·       How to develop the skills needed to be successful in Life Planning.

·       The resources they found most helpful along their own journeys.

Click here to listen to a radio journalist interview George at the event.

FINANCIAL SERVICES INNOVATOR GEORGE KINDER AWARDED TRANSPARENCY TROPHY

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Kinder Institute of Life Planning

Chris.Booth@KinderInstitute.com

FOR IMMEDIATE RELEASE

October 3rd, 2017

Boston, MA – George Kinder, father of the Life Planning movement in financial planning and founder of the Kinder Institute of Life Planning is the latest recipient of the Transparency Task Force’s Transparency Trophy for his decades-long dedication to increasing authenticity and consumer-centric thinking in the financial services sector.

The Transparency Task Force, a UK based group committed to bringing together professionally-minded individuals and ethically-led organizations, presented the award at their first United States event in Boston’s Financial District on September 28th. The Transparency Trophy was created to honor those in the financial services sector who seek to expose and correct the predatory opacity that exists within the financial industry.

From the Transparency Trophy award description:

“The Transparency Task Force awards a Transparency Trophy to individuals who are helping to 'lead the way' towards a more transparent financial services sector. They and their organisations are key to demonstrating exemplary behaviour to the rest of the market.”

Andy Agathangelou, founding chair of the Transparency Task Force, is in talks to expand his organization’s symposiums to major cities throughout the United States. He can be contacted for comment by email at Andy.Agathangelou@transparencytaskforce.org

George Kinder is currently booking speaking events across the United States and the United Kingdom in anticipation of the release of his new book A Golden Civilization which addresses how to create a civilization that thrives with freedom for all for thousands of years. He begins with the economic and political crises of our time and the concomitant distrust of financial advisers and politicians. Ranging from media to leadership to markets and democracies and with a core focus on financial advice, Kinder looks for the systems and structures that could sustainably produce a Golden Civilization for thousands of generations.

In November, Kinder will be delivering training courses to financial professionals who wish to join the 3000 advisers in 30 countries on six continents who have already earned the Registered Life Planner® designation. Information on details and registration can be found at www.kinderinstitute.com/events. You can also find him at the Personal Finance Society Festival of Financial Planning highlighting a panel of Life Planners speaking about “Implementing true Financial Life Planning.” Registration for the Festival of Financial Planning can be found here: http://www.pfsfestival.org/.

4 Must-Dos Before Retirement

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I've seen too many people get too late a start on these four essential retirement checklist items.

By EVAN T. BEACH, CFP®, AWMA® | Campbell Wealth Management
September 2017
There is a laundry list of financial items you should tackle before you retire. After meeting with several hundred people who have recently retired, or are about to, I have concluded that the vast majority of people are not overthinking it. In fact, I met with two people last week who told me they had just retired and were now ready to plan. Try to avoid that sequence. Click link to read  more.

http://www.kiplinger.com/article/retirement/T023-C032-S014-4-must-dos-before-retirement.html

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“The Whole Financial Planning Process is Wrong” Expert Says

George Kinder article

 

“The whole financial planning process is wrong,” says George Kinder, widely recognized as one of the chief educators and influencers in the financial planning profession.

But what exactly does he mean, and how does he justify this bold statement?

First, let’s separate the work of financial planning into two different elements--let’s call the first quantitative analysis and the second qualitative analysis.

 

Read full article here.