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About Us
 Susan Galvan, MA
Educational Innovator / Advisor Trainer
Many planners don’t think of themselves as their own “client,” but Susan Galvan, MA, says they would be wise to do just that. It is essential to listen to your own heart, to know your own truth, to follow your own vision, and live your own life plan before offering those services to another. This is the basis for Authenticity, or personal integrity – to be living yourself what you would help others to do.
Susan Galvan is co-founder and CEO of the Kinder Institute of Life Planning, the nation’s leading organization for holistic client-centered training. Partner George Kinder has twice been named “One of the Top 25 Most Influential People in Financial Planning.” Susan and George co-authored “Lighting the Torch,” a handbook for life-centered financial planners (FPA Press, November 2006).
More information about Susan can be found at:
www.kinderinstitute.com.
 Sheryl Garrett, CFP®
One of the Top 25 Most Influential People in Financial Planning
Another relationship which calls for effective communication is one’s interaction with fellow professionals, in terms of best practices, ethical standards, and mutual accountability. This requires awareness and implementation of the profession’s best practices, engagement policies and standards, and how they align with your own ethics.
Sheryl Garrett has been a leader in the financial planning community for nearly 20 years. Founder of a nationally-acclaimed financial planning network and author of three books, she is the recipient of numerous awards, including NAPFA’s Distinguished Service Award. She was named to Financial Planning magazine’s Mover and Shaker list in 2004 and has or four consecutive years been named to Investment Advisor magazine’s “Top 25 Most influential” list.
Learn more about Sheryl at: www.garrettplanningnetwork.com.
 Carol Anderson, MS
Financial Life Planning Pioneer
When you work with a financial planning client, it is essential to a) gather all relevant information; b) “listen” for what is most meaningful; and c) identify important goals and aspirations. This is the only way to truly Understand your clients and formulate comprehensive financial plans based on the uniqueness of the individuals you serve. Most importantly, your clients must be able “see” the link to their own values and priorities in order “buy in” and commit to the plan and advice you deliver.
Long-time client advocate and financial life planning leader Carol Anderson heads Money Quotient, a non-profit organization that develops tools and training for advisors and is committed to education and research that explores the dynamics of client-planner relationships.
More information on Carol can be found at:
www.moneyquotient.com.
 Marie Swift, PR Consultant
Award Winning Communicator
When reaching out to the public - to prospective clients, Centers of Influence and the media - to inform them of your services, it is essential to first ascertain what your target audience perceives as their needs and wants in relation to how their money intersects with their life. This requires the skill of Articulation, the ability to put into words the longings and hopes of the audience rather than using oneself as a model of achievement.
Marketing guru Marie Swift teaches advisors how to communicate in a truly clientcentered way and create a strong base of lasting success. The president of Impact Communications, an award-winning PR and marketing communications firm, she’s been working solely with financial advisors since 1988. Her winning ways have been written up in Financial Planning, Morningstar Advisor, Horsesmouth, Investment Advisor and Research magazine.
Learn more about Marie at:
www.impactcommunications.org.
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