Reframe your role from problem-solver to financial guide.

This 4-day online or 5-day residential course teaches a structured interview process used to uncover clients’ most fulfilling aspirations, ensure their interests are prioritized, and establish lifelong relationships built on trust.

Eligible for CPD Points/17.0 hours in UK
Provides 10 CEUs for CFP®s

Are you ready for a paradigm shift in the way you deliver financial planning and advice to your clients? Reframe your role from problem-solver to financial guide. This 4-day online or 5-day residential course teaches a structured interview process used to uncover clients’ most exciting, meaningful, and fulfilling aspirations so that you can efficiently and effectively support their lives with your financial expertise.

During this experiential training, you will develop the listening skills that form a relationship built on trust and experience the EVOKE client meetings with a partner as both advisor and client. You will get life planned as well as life plan your partner. Through modeling the exercises and receiving trainer feedback from professionals in the industry, you will gain firsthand knowledge and experience of what it feels like to be life planned and deliver life planning. You will understand how to implement EVOKE into your practice and begin to engage your clients in the work of creating their own vibrant futures based on a solid financial architecture.

Financial life planning is the future of the advisory profession, and this course is the blueprint for creating a financial life planning practice that truly places the client’s interests first by empowering them to be the hero in their own journey. Profoundly impact your clients lives, not just their money.

Course Topics

  • EVOKE Meeting Overview
    • Exploration
    • Vision
    • Obstacles
    • Knowledge
    • Exploration
  • Inner Listening Exercises
  • Experiential practice with a partner and trainer feedback for Exploration, Vision, and Obstacles meetings
  • How to facilitate and where to include Kinder Institute’s Life Planning Exercises 
    • Three Questions
    • Heart’s Core Grid
    • Ideal Day/Week/Year
    • Goals for Your Life
  • Tips on implementing EVOKE into your existing practice or the practice you are building
  • Tips on using EVOKE with couples

Here’s what participants are saying

“Outstanding course! Allow yourself to be guided through the EVOKE Training. This process will, without a doubt, transform your life, and the lives of your clients! Highly recommend!”

Tara Seegers

“I’ve consumed George’s work through his books for the last two years. There is simply no substitute for going through the EVOKE training in person. It is a life- and business-changing experience that is, without a doubt, the most important investment I have ever made in myself and my business. An incredible experience!

—Jeff Wolneiwicz

“The EVOKE process leads to tremendous personal insight and recognition of values. I can’t wait to share it with clients as well as use for my own development..”

—Eleanor Brownn