Mr Kinder is founder and President of the Kinder Institute of Life Planning and regular organises seminars in the UK to promote his “life planning” style of Financial Planning.
The Kinder Institute offers a series of Financial Life Planning programmes. Additionally, it confers the Registered Life Planner designation to graduates who successfully complete its curriculum and many UK planners have taken the courses.
Mr Kinder’s move to the UK is a response to the increased demand for financial Life Planning information and training in the UK and Europe.
Mr Kinder said: “I think the UK is among the world’s leaders in responding to the global financial crisis by forging ahead with initiatives to bring greater fairness and transparency to the financial industry.
“In my view, the Financial Life Planning approach is key to a renaissance of trust in the profession, and UK advisers seem to agree. They are showing considerable interest in financial Life Planning methods which fit so well with the new RDR regime. London is emerging as a leader of the Life Planning movement, and I’m very excited to be able to spend more concentrated time helping to make that happen.»
Clinton Askew, director at Citywide Financial Partners, attended Kinder’s advanced workshop in May.
He said: “For advisers used to dealing with the very best investment ideas, George Kinder’s EVOKE® course takes the client conversation to a whole new level. In the weeks since completing the course the quality of conversations I have been having with clients has changed fundamentally.”
Tina Weeks, UK representative of the Kinder Institute and founder of Serenity Financial Planning, said: “The training I received through the Kinder programmes has nothing less than completely transformed my business. I am delighted that George will be spending so much time here with us.”
Mr Kinder was a tax and financial adviser for over 30 years, eventually developing his signature EVOKE structured interview process that is used to broaden and deepen the discovery and goal-setting process with financial advisory clients.
Mr Kinder and family will be living in Hampstead. The Kinder Institute of Life Planning is a training organisation offering workshops and intensive residential trainingsfor financial professionals around the world.
Tuesday, 27 July 2010 18:01
US Financial Planning Guru Moves to London
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