EVOKE® 5-day Life Planning Training
The EVOKE® Client Interview Process
This Training provides
10 CEU’s for CFPs®
CPD Points/Hours: 42.0
Our 5-day Life Planning Training is like nothing else. In this residential workshop you will experience first-hand the power of Life Planning to cause breakthrough results for yourself, your business and your clients. The EVOKE® method is a paradigm-shifting, mindfulness-based technology that allows you to uncover your clients’ most exciting, meaningful, and fulfilling aspirations and coach them in the work of creating their own vibrant futures, based on a solid financial architecture. Financial advisors are uniquely placed to help people fulfill their most deeply held goals, because they alone know how to put the financial elements in place to make dreams happen.
Life Planning is the way to make your practice fulfilling beyond your wildest dreams. Graduates of this program consistently rate the EVOKE® Training as one of the most transformative experiences of their entire lives. And they go on to make that happen for their clients too.
If your practice has become a grind; if you want to do more for your clients; if you want more satisfaction and ease in your own life, join us! The experience will be unforgettable.
Date/Location/Pricing: See Our Event Calendar >>
You will learn:
- Access clients’ deeply held personal aspirations – even those that are closely guarded
- Professional relationship skills, including listening and communication techniques
- Facilitating motivation and enthusiasm, dealing with pain and resistance
- Collaborate in the articulation of a life vision
- Integrate the life vision with practical financial strategies
- Overcome resistance to plan execution
Benefits of EVOKE:
Where else can you take a course to enhance your client relationships, your bottom line AND get your own working Life Plan in the process? This is the perfect time to re-tool your practice:
- Develop unbreakable bonds of trust with your clients
- Increase closing ratios–fewer wasted opportunities
- Get effortless referrals–even after the first meeting!
- Build assets under management and planning revenue
- Learn the most efficient way to do financial planning–by far
- Live a more satisfying life yourself and make that happen for your clients too.