Lancashire & Cumbria learn about Life Planning from Maria Nemeth
- Friday, 22 March 2013
- IFP Member News
I was lucky enough to see Dr Maria Nemeth's presentation at IFP's Paraplanner conference in 2011, and found her a source of inspiration, reports Jane Holt, Paraplanner and director with Mackenzie Financial Planning in Bury.
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Interview: Life planning founder George Kinder
- Tuesday, 29 January 2013
- Insight & Analysis
Now the RDR has arrived, many Financial Planners may be thinking about value-added services for their clients. George Kinder of The Kinder Institute explains what his Life Planning approach offers.
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Couples sharing financial concerns with advisers rather than each other
- Tuesday, 29 January 2013
- Articles
Guardian Wealth Management has highlighted the fact that Financial Planners are playing the role of counselors to their clients.
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George Kinder hopes to double number of Life Planners in UK
- Tuesday, 16 October 2012
- Articles
George Kinder, the US founder of the global Life Planning movement, believes the RDR will be the catalyst for more advisers making the step to Life Planning.
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