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Join us in Minneapolis October 15-17, 2024!
Michael Kitces is a co-founder of the XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and FA BeanCounters, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of the popular financial planning industry blog Nerd’s Eye View through his website Kitces.com, dedicated to advancing knowledge in financial planning. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.
Alan Moore, MS, CFP® is the co-founder of the XY Planning Network, a support network for advisors looking to serve next generation clients. He is also the CEO of AdvicePay, the first and only compliant payment processor for financial advisors. He is passionate about helping financial planners start and grow their own fee-only firms to serve Gen X & Gen Y clients largely ignored by traditional firms. Alan has been recognized by Investment News as a top “40 Under 40″ in financial planning, by Wealth Management as one of a “The 10 to Watch in 2015″, and was the first recipient of the NAPFA Young Professional award in 2015. Alan frequently speaks on topics related to technology, marketing, and business coaching, and has been quoted in publications including The Wall Street Journal, Forbes and The New York Times. He currently lives in Bozeman, MT so that he can hit the slopes on powder days.
Internationally recognized as the father of the Life Planning movement, George Kinder revolutionized financial advice for over 30 years by training over 3,000 professionals in 30 countries in the field of Financial Life Planning.
He founded the Kinder Institute of Life Planning in 2003 after 30 years as a practicing financial planner and tax advisor. He has written six books, including three books on money, The Seven Stages of Money Maturity, Lighting the Torch, and Life Planning for You, which are considered by many to be the seminal works in the burgeoning field of Financial Life Planning.
In his new book, A Golden Civilization and a Map of Mindfulness, Kinder draws on 50 years as a mindfulness practitioner, 30 years as a mindfulness teacher, and his experience training financial advisors globally to challenge the basic concepts of economics, our understanding of democracy, of space-time, and our own hearts. His objective is to bring greater levels of freedom everywhere.
×With contagious energy that radiates throughout every room she steps into, Cassandra Worthy is the world’s truly disruptive thought-leader on change that companies need to build resilience and adaptability. Only 10% of successful change adoption is about know-how… the other 90% is squarely centered on motivation and willingness to embrace change. Without addressing the emotions standing in the way of motivation, any transformation journey is stopped in its tracks. This is where Cassandra steps in. She has created and cultivated the unique strategy of Change Enthusiasm® which is arming individuals around the world with the means to harness the power of emotion, a resource in infinite supply, to embrace and accelerate change and transformation journeys. Cassandra’s message nurtures highly resilient and adaptable organizations beginning at the heart of the individual.
Cassandra’s client base spans the Fortune 500 and larger all over the world including Procter & Gamble, Allstate, Jones Lang LaSalle, Centene Corporation, ConferenceDirect, and WeWork. Cassandra invigorates and inspires organizations, C-suite executives, and business associations alike going through significant change, disruption, and transformation. Cassandra’s customized keynote and workshop programs motivate the workforce to embrace Change Enthusiasm® and subsequently become self-actualized in working towards a change vision. In her leadership-centric presentations, she is not only sharing this unique strategy of Change Enthusiasm® but also 10+ years of M&A experience distilled down into the critical leadership traits required to lead with exception during high-stress times of change and transformation
Learn more about Cassandra Worthy and her keynote in this blog.
Through a mix of lecture and experiential exercises, George Kinder will describe how Life Planning delivers an exhilarating and meaningful experience for the client. He’ll discuss Life Planning’s five-phase EVOKE® process that utilizes deep listening and communication skills to uncover clients’ dreams of freedom and then delivers them. He will close on themes of his latest book, A Golden Civilization and the Map of Mindfulness, including new approaches to economics and democracy and the role financial planners will play.
Internationally recognized as the father of the Life Planning movement, George Kinder revolutionized financial advice for over 30 years by training over 3,000 professionals in 30 countries in the field of Financial Life Planning.
He founded the Kinder Institute of Life Planning in 2003 after 30 years as a practicing financial planner and tax advisor. He has written six books, including three books on money, The Seven Stages of Money Maturity, Lighting the Torch, and Life Planning for You, which are considered by many to be the seminal works in the burgeoning field of Financial Life Planning.
In his new book, A Golden Civilization and a Map of Mindfulness, Kinder draws on 50 years as a mindfulness practitioner, 30 years as a mindfulness teacher, and his experience training financial advisors globally to challenge the basic concepts of economics, our understanding of democracy, of space-time, and our own hearts. His objective is to bring greater levels of freedom everywhere.
×Attendees will gain an inspired view of what Life Planning is, and a better understanding of how inner listening and mindfulness skills develop relationships of trust in initial client meetings. Walk away with the precise techniques to pinpoint clients most cherished goals and how to help clients move from trust to inspired action on their financial plan. Learn how to lead clients to create a visioning strategy that goes beyond the self or even the larger community, but considers the entirety of civilization and empowers leaders to develop the world they want to live in right now.
Learn more about George Kinder and his keynote in this blog.
XY Planning Network is the leading financial planning platform for fee-for-service financial advisors who want to serve Gen X and Gen Y clients, providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions.
