Recommendations
This is what clients have said about our Life Planning work with them:
Dennis Hall
Founder and Director at Yellowtail Financial Planning. Chartered Financial Planner, advising business owners and professionals. Problem Solver. Author. Host of The Century Plan podcast.
I've watched Louis deliver great coaching and training sessions as part of the Kinder Institute of Life Planning. I've also been coached and trained by him when I've participated in Kinder Institute programmes. Louis is a deeply sensitive individual, who manages to work with people even when they are at their most vulnerable (which is often the case when people confront their own relationship to things such as money). Working with people on such personal and sensitive issues, Louis comes over as someone who is completely trustworthy.
He knows and understands his subject extremely well, and is able to then skilfully apply it in a training and coaching environment. It would be hard to think of anyone who could do it better.
David Carden
Product Manager & Freelance Digital Consultant (Marketing/Web/Analytics/CRO)Product Manager & Freelance Digital Consultant (Marketing/Web/Analytics/CRO)
Louis is one of those people that you can just talk to, he is empathetic, has a huge amount of integrity and it is always apparent that he just wants to help as much as possible. I can honestly say that I would not be the person that I am today without his guidance and example. Thank you Louis for all you did, and I hope very much to work with you again in the future.
Robin Clarke • Inter-Generational Wealth Adviser
Helping Families Align Values And Wealth
Louis is an empathetic, very skilled, Life Planner - Europe's version of George Kinder himself! Once you have worked with Louis, you will understand the power and value of Life Planning.
Barclay Hoar
Founder Chartered Wealth Solutions
I recently attended the Life Planning Advanced Training course in the UK hosted by Louis (www.kinderinstitute.com/intensive.htm). Louis' insights into life planning, and what it means for clients, were fantastic. It felt really great leaving the course knowing that I will soon become a more complete financial planner. Thanks Louis!
Clive Jaques
Owner, Estate Financial Planning
Louis has helped me focus on what is important to me and recognise what is important for the other people around me to help me find plan and achieve my life plan. Thanks Louis.
Mary Rowland
Writer, editor, consultant Self Employed
I worked with Louis for one week at a spectacular training session for life planners in England. He is the best coach/mentor I've ever worked with. He is tough, yet sensitive, demanding yet inclusive. I don't remember any acrimony among the ten planners who were there to work on achieving an even higher level of planner/client relationships. If this were the 5-point scale measuring performance, Louis would get a five-star review from me.
Michael Aitken
Author and mentor to the next generation of premier Magus financial advisors and business leaders
I had the pleasure of being trained to be a financial life planner by Louis in 2010 and have been mentored by him since. I do not think I have ever met anyone who is so insightful into the minds and thoughts of others and can, with a few simple but poignant words cut to the heart of the matter. This is a very rare skill indeed. I highly recommend Louis as the "go to" trainer/expert in this field. If you take the time to speak with Louis it'll change, forever, the way you approach your client's lives and probably more importantly your own.