In 2012 George will be doing a four-part webinar series for BrightTalk’s Thought Leadership Series for Financial Advisers.
Topics will include:
- EVOKE®
- Listening Skills, The Structure of Suffering, Empathy & Inspiration. The Hero’s Journey
- Benefits That Life Planning Brings to Corporate Financial Institutions Large & Small
- Introducing Clients to Life Planning & Marketing Life Planning
These webinars were developed by George Kinder and the Kinder Institute of Life Planning.
© 2003, 2009 All rights reserved.
| Date | Title | Presenter | View Replay |
| 2011-11-22 | The Client Relationship Dividend: Financial Planning meets Life Planning Inspirational session on the profitability of using the client centered highly structured interview process known as Life Planning. To the client, it is an exciting, moving, often exhilarating process often described as 'the conversation of a lifetime' leading them to pursue their lives of greatest meaning and value. But to the adviser and their firm this is a highly structured interview process with measurable deliverables at the end of each phase that can be embedded in software, trained, scaled and sold. The father of Life Planning, George Kinder will describe the value of integrating an empathy and inspiration advice model throughout the firm. He will share from his experience of working with a variety of different size firms in Europe as well as North America. His model of the EVOKE® Client Interview Process is a valuable framework for professionals that embeds trust into the client adviser relationship while increasing profitability for the firm. |
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| 2011-09-23 |
George Kinder has been a transformative voice in the financial planning field. Kinder's holistic approach provides a life planning context to traditional financial planning, focusing on our relationship with money. His model the EVOKE® Client Interview Process and the Seven Stages of Money Maturity is a valuable framework for professionals from any discipline who want to incorporate a holistic and integrative approach to their work. |
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Play now |
| 2010-02-02 | The Large Financial Services Company and Life Planning Large, multi-office firms face special challenges in changing their product-focused cultures and integrating a more client-centered approach. This webinar focuses on why financial Life Planning is the key to coping with a new era of fiduciary responsibilities and client service. |
Roger Wellington & George Kinder | Play now |
| 2009-10-29 |
Risk Management:
How to Avoid Client Panic Forever |
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