Find A Financial Life Planner
The Seven Stages of Money Maturity® Workshop
A Model for Understanding and Developing Client Relationships and One’s Own Relationship to Money
How Advisers benefit
- Includes nearly a dozen experiential exercises, practice with three key written exercises you can use with clients, and a 3 hour practical introduction to the 5-stage EVOKE® client interview process.
- Enhances the ability of the adviser to empathize with the client, building trust.
- Improves the ability of the adviser to inspire the client to action toward their goals and toward financial action.
- Nearly a dozen listening, empathy and goal exercises included in the workshop.
- Gives the adviser a philosophical and psychological framework to understand client behavior.
- Helps advisers increase closing ratios—fewer wasted opportunities.
- Helps advisers get effortless referrals—even after the first meeting!
- Builds assets under management and planning revenue.
“Life Planning has been the key to a wholesale change in my business, my clients, my staff, and my family that has meant both more money and more personal satisfaction. I can’t recommend the Kinder trainings more highly.”
Adam Young Managing Director
Dragonfly Planning, UK
Who should attend? Advisers who...
- Believe authentic relationships are the key to healthy and thriving lives and businesses
- Want to help their clients re-connect to their core aspirations.
- Want to learn the Kinder Institute’s time tested method, used by thousands of successful advisers worldwide.
"It's about time that financial plans started dealing with clients' emotions, and Seven Stages is a great way to start. It is brilliant how George Kinder brings this knowledge to Financial Planning."
Workshop participant, US
You will learn:
- How to use our famous “Three Questions” methodology to connect to clients’ most profound goals—even those that may be closely guarded.
- How to integrate life goals with financial realities.
- How unexamined beliefs about money disrupt the advisory process---and what to do about it.
- The value of empathy, listening skills and emotional intelligence in successful relationships with clients.
- Learn to recognize the human dimensions of money such as self-sabotaging behavior, inappropriate risk-taking, lack of interest in executing a plan, and goal confusion - and how to address them.
- Understand how to integrate life goals with financial realities
"The Seven Stages course pulled together so many of the things I think are absolutely necessary to deepen client relationships and design plans that really are tailored to the client as opposed to trying to fit clients into plans. I highly recommend this course if you are interested in helping people find lives worth living."
Workshop participant, UK
Book now to reserve your spot
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"Ultimately clients don't really care how much you know; they do, however, need to know how much you care. George Kinder's work helps me to deliver the latter as a Financial Planner."
Workshop participant, US
More ...
People will discuss their work, their kids, their parents. They’ll even disclose problems they may be having in their marriages or with their health. But rarely do they talk about the one thing we all have in common—MONEY. It’s what supports all of us. Yet, it’s the last great taboo. How many of us have hesitated to talk about financial issues with our own spouse? Even when a client talks with a financial adviser, they often don’t dare to articulate what they really want to get out of life and how they would like their money to support them. Why?
In we train financial advisers to explore this unexamined territory. Where do beliefs about money come from? Why do clients keep them so private? Why are they so persistent even when they are painfully counter-productive? How can advisers sensitively and professionally help clients bring to the surface their closely-guarded dreams and aspirations? With the Kinder Institute's Seven Stages and EVOKE® models advisers are able to do just this.
We think that developing this kind of client relationship skill—what we call financial Life Planning—is the future of the advisory profession. And this workshop is the first step toward developing a completely fresh approach to engaging clients, one that focuses first on the person, not their portfolio. Of course, we need to develop solid financial strategies for our clients. But first, we must understand what the money is for. If we truly connect to a client’s deepest dreams and aspirations and can fashion plans in their service, we will earn clients for life.
This is the future. Go beyond investment management. Financial Life Planning will differentiate you from the crowd and help build unbreakable trust with your clients.
Book now to reserve your spot
>>View workshop calendar
"A great way to structure communication/interviews with clients"Workshop participant, US
"A deeply enriching experience"
"The program opens me up to new ways to communicate with clients and help them to embrace their goals fully."