Three Domains Workshop

You already put clients’ interests first as a fiduciary. The Three Domains Workshop brings that same fiduciary standard to your work and team using the inspiration and listening skills of life planning to increase productivity, profitability, and create a flourishing workforce, starting with you.

Based on George Kinder’s book, The Three Domains of Freedom, this workshop addresses a gap financial planners know well: the difference between being merely satisfied in your work and being genuinely inspired— whether you’re leading a team or building a practice on your own.

What you’ll gain:

• Confidence in your own mission-driven fiduciary business
• Heightened collaborative spirit
• Listening skills, including practices for lessening stress in your role in the business
• Clarity around personal aspirations and the skills to maintain them
• Vigor to go for your ambitions and to engage more in the community around you
• Confidence in your own leadership and values
• Inspiration

Did you know? 90% of Gen Z and Millennials would prefer to work in a mission-driven fiduciary business, yet only 18% of employees currently work for a company whose purpose they believe in (Deloitte/Gallup).

• Inspired workforces are 125% more productive than merely satisfied workers. (Bain & Co.)
• Employees are most inspired to work, not for a job, money, or a boss, but for their own dream of freedom. For fee-only firms competing to recruit and retain next-gen advisors, this shows up directly: the average worker by age 37 has already held nine different jobs (Pew Research) — and every departure means lost client relationships and rebuilding institutional knowledge.
• While businesses emphasize a thinking culture, listening is underutilized, though moving at a speed 100,000,000 times faster than thinking. (Scientific American)

Learning and implementing a Fiduciary In All Things (FIAT) framework extends the fiduciary standard you already apply to clients into your brand and how you lead your team. This, in turn, reduces turnover, increases productivity, and broadens your firm’s impact.

In this experiential workshop, we will guide you through a process that many business leaders and team members have described as “transformational.”

This workshop is offered through The Moules, George Kinder’s London-based start-up, bringing FIAT principles directly into businesses worldwide. 

This course is open to everyone. RLP® designees will earn 8 RLP® CEs for attending the session, which also counts hour-for-hour toward NAPFA CEs.