NextGen Planners has teamed up with the Kinder Institute of Life Planning to bring expertise to the forefront of the UK financial planning community.
Through the partnership the firms will create a dedicated Kinder Institute UK hub within the NextGen Planners online community.
The Kinder Institute, founded by George Kinder in 2015, is renowned for its innovative life planning methodologies which have “transformed” the financial advisory landscape.
NextGen Planners director and chief revenue officer Rohan Sivajoti told Money Marketing the two organisations started discussing the collaboration around six months ago.
He said it was important for the Kinder Institute to find a partner in the UK with which it could trust with the future of the Institute, making sure it continues to grow and thrive internationally.
The new hub will provide UK financial planners with access to the Institute’s resources, training and community of practitioners.
It will serve as a centre where people can gather, share thoughts and exchange best practices.
“It’s an opportunity to bring the energy and freshness of life planning to a whole new generation of planners and, by extension, to consumers across the UK,” said Kinder.
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The Kinder Institute UK hub will include access to life planning resources and techniques, opportunities for continuous practice and skill development and UK-specific content tailored to local regulations and advisers.
It will also feature a collaborative space for registered life planner professionals and those interested in life planning.
The hub will offer various learning materials, including the ‘Evoke’ (exploration, vision, obstacles, knowledge, and execution) training.
This is a four-day online or five-day residential course that explains how to use a structured, but open-minded and empathic interview process to uncover clients’ “core values and highest aspirations”.
It will also include the ‘Seven Stages of Money Maturity’ programme – a two-day course, based on a book written by Kinder, which dives into peoples’ actual decision-drivers and unexamined biases toward money.
These residential courses focus on essential skills such as deep listening, empathy and inspirational visioning.
“Life planning is such an important consideration for financial planners so that they can have a truly deep impact, create unbreakable relationships, and really happy clients with financial plans that align money and life,” said Sivajoti.
“This collaboration brings life planning to a whole new generation of planners and consumers,” Kinder added.
“Our greatest passion is toward the consumer because what life planning does is bring freedom into people’s lives.”
