New Model Adviser / Citywire UK
Kinder: Life Planning Can Increase Exit Value by Five Times
By MaryRose Fison
___________________________________________________________________
December 17 2010
Citywire
Adviser profile: Luella Keeley reaches for a higher service
by Tim Cooper
Luella Keeley has seen the light: to deliver the quality of service provided by life planning, you also need to look after yourself and your business. Read more
___________________________________________________________________
December 15 2010
Money Marketing
Bruce Wilson to step down as Helm Godfrey managing director
Bruce Wilson is stepping down as Helm Godfrey managing director in January 2011 to concentrate on financial planning service Project Eve.
This week’s Money Marketing reveals he will still advise at the firm but will spend most of his time on Project Eve, which he co-founded to promote George Kinder’s life planning concept to lower-income groups. Read more
___________________________________________________________________
December 02 2010
Financial Advisor Magazine
Retreating To Move Forward
By Mary Rowland
Two years ago, I attended George Kinder’s two-day life-planning workshop and wrote a column about it. I was forced to admit that I had lost all my journalistic objectivity about Kinder’s life planning model. I took sides. Not silently but with great enthusiasm. Read More
___________________________________________________________________
Citywire
November 14 2010
Here’s your chance to experience really good financial advice
By Gavin Lumsden
Would you like an opportunity to experience proper, professional financial advice, but don’t know where to turn? Here’s your chance. Read More
___________________________________________________________________
November 12 2010
New Model Adviser® Edition – Citywire
How to engage more effectively with consumers
By Nick Cann
The focus of the financial planning world should be firmly on consumers and their needs, and if we want mass market appeal, we must offer a framework that gives them easy access to our services, writes Nick Cann of the Institute of Financial Planning. Read more
___________________________________________________________________
Citywire
November 05 2010
Strategic Asset Managers to train staff as life coaches
By William Robins
Strategic Asset Managers (SAM) is planning to train advisers planning to leave the sector in 2012 as life coaches under a ‘lifetime planning’ programme to be launched next year. Read more
|
___________________________________________________________________
October 2010
Thought Leader Round Table – Rebuilding Trust
Every year, in conjunction with the FPA National Conference, I invite a select few industry thought leaders to join me for a round table discussion. The topic varies from year to year, based on perceptions of what’s important for RIAs and other independent financial advisors to hear and think about. The most recent Thought Leaders’ Round Table, held October 10, 2010 in Denver, Colorado, did not disappoint. Download the round table discussion On Rebuilding Trust: Download PDF
___________________________________________________________________
October 10 2010
AdvisorOne – FPA Thought Leaders
Defining Advisor Value and Rebuilding Trust
An all-star panel of industry personalities gathered at the FPA annual conference for a frank discussion of how new fiduciary standards might impact the advisor industry and day-to-day business. Read more
___________________________________________________________________
October 06 2010
New Model Adviser® Edition – Citywire
Why FP shouldn’t be just for Wealthy
By Diane Weitz
The misconception that financial planning is only for the wealthy leaves too many people floundering about like Dickens’ Mr Micawber – people who rely on some kind of good fortune just ‘turning up’, says Diane Weitz of Ashlea Financial Planning. Read more
___________________________________________________________________
|
October 01 2010
Financial Advisor mag
Quietly Contrary: Some advisors find success by scorning conventional wisdom about size, growth and clientele.
By Mary Rowland
When Bloomberg Wealth Manager magazine was launched in September 1999, I wrote a cover story called “How To Fire A Client.” This idea certainly didn’t originate with me. But over the last decade, it’s become what I call, for lack of a better word, one of the “truisms” of financial planning: Every year you should fire your least profitable clients. Read more
___________________________________________________________________
|
June 1, 2010
Bank Investment Consultant
Examined Lives
By Roger Wellington
|
Let’s compare two different people: one wins $1 million in the lottery, the other has an accident and loses the use of his legs. Which one will be happier with their life 12 months after these events? That’s easy. The lottery winner, right? In fact, research of actual Illinois State lottery winners and new paraplegics reveals an astonishing result. Members of both groups are equally happy with their lives a year later. Honestly! This wasn’t just one quirky bit of research, either. Dozens and dozens of well-designed studies have reached the same conclusion: We don’t have a very firm grasp on what truly makes us happy. Read more
________________________________________________________________________
|
March 12, 2010
San Antonio Business Journal
Getting to know you, better
By Richard Erickson
|
Financial planners placing bigger emphasis on client’s values, life goals
Finance may be all about the numbers, but over the last 15 years, more and more financial planners aren’t starting with spreadsheets. Instead, they are delving into their clients’ emotions, values and hidden goals in a process that has become known as “life planning.” Read more
________________________________________________________________________
|
April 1, 2010
Financial Planning Magazine
The Philosopher
By Donna Mitchell
George Kinder has pulled the financial services industry closer to his holistic world view. Now he’s taking his message global. Read article now
________________________________________________________________________
|
January 23, 2010
Financial Times
Enough money for a nice life
By Vincent Strik
| Doen wat je echt wilt –niet later maar nu- is een droom die veel menszen wegstoppen. Dat is nergens voor nodig, zo menen de zogeheten Life Planners. Read more
________________________________________________________________________
|
You’re at the stage of life when you’re thinking of hiring someone, or someone new, to help you with your money. Set your standards high. You want a no-nonsense person or group that has years of experience working for savvy people. You want sound judgments, sensitivity—and a track record of results. Take the growing area of “life planning” or “holistic financial planning.” The emphasis is on your personal priorities and well-being. Your investments are part of the program, but their role is to support whatever you want to achieve, such as retiring on schedule, changing your career, owning rental property, keeping an old beach house in the family, endowing a scholarship fund, buying into a baseball team, or anything and everything else. If instead you want you and your family to be the focus, invest in the services of a planner who thinks that way. Look for a registered life planner with the Kinder Institute, whose founder, George Kinder, was one of the first people to distinguish matters of the portfolio from matters of the heart and mind. Read more.
