Wednesday, October 20, 2010

Roger Wellington - Kinder Institute of Life Planning - On Articulating Your Value

In a nutshell:

The Kinder Institute of Life Planning trains advisors to talk with clients in a broader way than just focusing on the numbers side of financial planning. Here Roger Wellington, Kinder Institute Executive Director, shares his thoughts on best ways to communicate your value to current and prospective clients.

"The Life Planning approach to wealth management is often difficult to encapsulate quickly.  And if it takes you a paragraph to describe how your holistic approach differs from others, you’re likely to have lost your audience.  One of the pithiest summaries of Life Planning I’ve heard is as follows,  'We help clients explore how to use their money to make a life instead of using their life to make money.'”

Learn more about Roger and the Kinder Institute at


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