US financial planning expert George Kinder is heading back to the UK again next month to present a special workshop revealing what he believes to the be the "seven stages of money maturity".
Kinder, who has been a practising adviser in the US for 30 years, first gave a preview of this seminar two years ago to delegates attending the Institute of Financial Planning’s annual conference and delivered a method of advising clients about their financial and lifestyle needs which is said to turn “the conventional financial planning process on its head”.
This year he is presenting his view of financial planning again on 5 – 6 July in Richmond, Surrey, and suggests “money maturity” is as much about a client’s understanding of the psychological and spiritual issues surrounding attitudes to money.
Moreover, Kinder believes clients’ lives can be transformed emotionally and financially by first formulating their “life of choice” and then establishing the financial decisions which will support this life plan.
Nick Cann, chief executive of the IFP describes feedback received from attendees of George’s 2004 workshop as “phenomenal” as past delegates completing the course believe they could connect with clients better as a result of the techniques they learned.
“The human side of money is fundamental to high quality financial planning, at all levels of the market. It may take a little while for this to be appreciated in the UK, but leading planners across the globe regard financial life planning as financial planning done well - and from our experience, no one does it better than George Kinder.”
Open to members and non-members of the IFP, financial planners can reserve a place on this year’s course by contacting Chris Holland at the IFP on 0117 945 2470.
If you have any comments you would like to add to this story or would like to speak to its author about a similar subject, telephone Julie Henderson on 020 7968 4571 or email [email protected].IFAonline
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