Learn the 5-phase process to implement Life Planning into your business, as you Life Plan each other and are coached by our staff of global trainers.

This training gives you the practical skills to implement Life Planning into your practice. You will practice the skills of EVOKE and learn step by step how to imbed the process into your business. In this residential training, you will experience first-hand the power of Life Planning to cause breakthrough results for yourself and your clients. Learn to communicate with other people through relationship skills.

  • At least one trainer for every 6 -7 attendees, almost entirely experiential.
  • Advisors pair up with partners and develop life plans for each other during the workshop.
  • Goals are identified, and assessed for potential obstacles and financial implications.
  • Participants practice the interview process and receive personal coaching after each exercise.
  • A half-day is spent on basic client interviewing principles, the dynamics of working with couples and families, and conflict resolution. Another half-day is devoted to practice management guidance related to integrating a Life Planning approach into an existing practice.
The EVOKE® Client Interview Process

This Training provides
10 CEU’s for CFPs®
CPD Points/Hours: 42.0

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.

Life Planning Advanced Training Structure

  • Small workshop size – maximum of 14 participants
  • One trainer for every 6 -7 attendees
  • Almost entirely experiential
  • Advisors choose partners and develop a life plan for them during the workshop and are in turn “life-planned”.
  • Goals are identified, sorted, time-lined and assessed for potential obstacles and financial implications.
  • Participants practice the interview process and receive personal coaching after each exercise.
  • Participants also observe all other participant practice and coaching sessions—a total of over 20 different coaching interactions that build a wealth of practical knowledge.
  • A half-day is spent on basic client interviewing principles, the dynamics of working with couples and families, and conflict resolution. Another half-day is devoted to practice management guidance related to integrating a Life Planning approach into an existing practice.
  • Workshop is followed by an optional 6-month on-line case study Mentorship with a senior teacher so participants can practice and receive coaching with this powerful new method.

EVOKE®-Life-Planning-Training-White Paper

Click here to Register >>

What Participants are saying:

Attendees Testimonials;

“If you want to explore the true meaning of life and money, you will find this out after the 5-day program and truly transform the impact you will make in your client’s lives.”  Donna Rasile

“Experiencing the EVOKE process was like being at the top of the mountain of my career and finally taking off to soar.”   Durell Buzzini

“For me, the 5-day EVOKE workshop has been life-changing. First, I have gained a clarity I did not previously think possible, simply by receiving the gift of life planning as well as mindfulness practices. Secondly, the workshop has deepened my passion for the work that I do. In fact, I am not seeing it as “work” anymore. I am seeing life planning as a tool to meet an important part of my life’s’ purpose.”   Frankie Corrado- son

“If Life Planning is your chosen call in life, immerse yourself in the benefits the Kinder Institute has to offer. Having gone through the 5-day course makes me even more perplexed as to why life planning is not more prevalent in the Financial Services industry. It made me even more passionate of not only incorporating Life Planning as ‘what we do” in our practice but to  grow the practice to be as impactful as possible to as many clients, professionals and pro bono as possible.”   Frank Corrado- father

“An amazing experience that helped me become a better person and provided a deeper understanding of how to really affect the lives of my clients.”   Ryan Inman

“To say that this is anything short of life-altering and transformative would be an understatement. I now feel confident that I will do financial planning the right way.”   Scott Frank

“Traditional financial planning is insufficient if you truly want to change lives and create breakthroughs for your clients. The Kinder method makes breakthroughs possible and can take financial planning to an entirely new level.”    Jeremy Kisner

Frequently rated by attendees as one of the very most transformative experiences they have had in their lives!

“I just wanted to say that having completed the 2 Day Kinder Institute training several years ago, I have just returned from the latest 5 Day EVOKE Life Planning training (UK December 2017). A most brilliant experience: inspirational, educational, emotional, powerful. I hope to start on the Mentorship programme in the new year … which requires me to find some clients to work on … guess who’s doing some business planning over Christmas?!

It was hard work, but we had a blast! The change from Sunday to today was remarkable, and there was SO much energy in the air. Transformational is absolutely NOT too strong a word – at a personal as well as business level. And the timing for me was perfect – so I’m so glad that our paths crossed again [at the CISI event] in Northampton and brought me to you and the training right now.

It’s actually quite exciting to think that [as I write] there’s another group of people ready to pitch up for training in Hawaii: nervous, excited, apprehensive, curious – and whilst each group will be so different, you just know they will experience something amazing over the next few days!!

To anyone who’s interested, or just curious, do it … for you, and for your clients. I am confident this will prove to be an exceptional and extremely worthwhile experience, and the value to both your personal and business life can’t be underestimated...!!” Gillian Cardy

Date/Location/Pricing: See Our Event Calendar >>