Kinder Institute of Life Planning Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

The Kinder Institute of Life Planning is a training organization offering workshops and intensive trainings to financial professionals worldwide. Our experienced trainers have presented to groups on four continents with a particular focus on the U.S., U.K., Europe, and South Africa. The Institute’s work has been profiled in The Wall Street Journal, TIME, Business Week, Money Magazine, the Financial Times, New York Magazine, the LA Times and more. Founder George Kinder CFP® is the father of the Life Planning movement and the recipient of numerous awards for leadership in the financial planning industry. He is the author of three books, most notably The Seven Stages of Money Maturity and Lighting the Torch: The Kinder Method of Life Planning. Life planning is the art or human side of financial planning. In life planning we discover a client’s deepest and most profound goals through a process of structured inquiry. Then, using a mix of professional and relationship skills, we resolve the obstacles to these goals, create a plan, and guide the client to the accomplishment of these goals in the most effective way possible. Through the life planning process, advisors create tremendous trust and goodwill with their clients leading to

§ Greater understanding of and compliance with plan objectives
§ Higher percentages of assets under management
§ Lower client turnover
§ Higher referral rates
§ Greater advisor satisfaction

Sign up for free to view info

Company overview Email format