Tag Archives: EVOKE

I’m a Registered Life Planner®: Sarah Byrd

Posted on August 10, 2021 by Kinder Institute

In Sarah Byrd’s conversation with Kinder Institute’s Communications Director, Lora Woodward, the Registered Life Planner discusses a variety of topics, including what originally attracted her to EVOKE and KI’s programs and how they have influenced the way Alpha Advisors interacts with their clients. She shares the personal impact that Life Planning has had on her own personal life and what is next in her own Life Planning journey. Watch the whole interview in this blog post. Continue reading →

Posted in Life planning | Tagged EVOKE, financial advisor, financial life planning, financial planning, Kinder Institute of Life Planning, Life planning, money and meaning, Registered Life Planner | Comments Off

Trainer Spotlight: Scott Frank

Posted on May 6, 2021 by Kinder Institute

Scott Frank is a Trainer with the Kinder Institute of Life Planning. He earned his Registered Life Planner designation in 2018 and is the founder of Stone Steps Financial, where he helps clients align their life with their money. He is the host of a consumer-facing financial podcast, Real Personal Finance. This trainer spotlight article shares what Scott has learned about Life Planning and how he came to be a trainer with the Kinder Institute. Continue reading →

Posted in Life planning, Trainer Spotlights | Tagged certified financial planner, EVOKE, financial planning, Kinder Institute of Life Planning, Kinder Institute Trainer, Life planning, meditation and mindfulness, Practice Management, Scott Frank, Stone Steps Financial | Comments Off

How Life Planning Has Impacted My Business and My Life

Posted on October 29, 2020 by George Kinder

Ariadne Horstman, founder and financial planner at Appreciate Finance, shares her experience of her training to be a Registered Life Planner, beginning with an experience she will never forget, an EVOKE Life Planning Training led by George Kinder and Louis Vollebregt at George’s home in Hana, Maui! Continue reading →

Posted in Life planning | Tagged Appreciate Finance, Empathy, EVOKE, financial planning, Life planning, listening, Registered Life Planner, Smith College, UC Santa Cruz | Comments Off

Living My Life Plan…Delivering Life Plans to Others

Posted on October 7, 2020 by George Kinder

Donna Rasile, a Registered Life Planner at FinTrust Capital Advisors, shares her life planning journey, which started with a realization that as an investment advisor, there was room for both a love of numbers, the more technical side of financial planning, and a desire to help people, the service-oriented side of financial planning. Donna’s training at the Kinder Institute of Life Planning taught her how to help clients live their life plan by helping herself do the same first. Continue reading →

Posted in Uncategorized | Tagged A Richer Life, Client Relationship, Donna Rasile, Empathy, EVOKE, FinTrust Capital Advisors, Investment Advisor, Life PLan, Life planning, people person, Registered Life Planner, Service industry, soft skills, The Pause, Three Questions | Comments Off

Changing the Conversation From Money to Vision™

Posted on May 15, 2020 by George Kinder

By Joan Sharp, CFP®, RLP®, CeFT™, CAP®, MSFS In my work at River Family Advisors, I refer to myself as a Family Advisor rather than a financial planner. Every person is part of a family; this is where money stories … Continue reading →

Posted in Uncategorized | Tagged Certified Financial Transitionist, Chartered Advisor in Philanthropy, client vision, EVOKE, financial life planning, George Kinder, Joan Sharp, Kinder Institute, Life planning, Registered Life Planner, River Family Advisors | Comments Off

Taking Financial Life Guidance to the Next Level

Posted on December 5, 2019 by George Kinder

By Frankie Corrado My father, Frank Corrado and I co-founded our firm, Blue Blaze Financial Advisors, on a concept called “Financial Life Guidance”. Financial Life Guidance embraces the important life situations clients face, explores the range of options at their … Continue reading →

Posted in Life planning | Tagged EVOKE, Financial Life Guidance, Frank Corrado, Frankie Corrado, George Kinder, Life planning, Robertson Stephens | Comments Off