Learn the Life Planning listening and relationship skills to build trust and inspire your client to action.
A Model for Understanding and Developing Client Relationships and One’s Own Relationship to Money
Eligible for CPD Points/17.0 hours in UK
Provides 10 CEUs for CFPs
This workshop trains advisers to improve their listening, relationship and inspirational skills. It teaches a psychology of money that models integrity and delivers freedom. It makes clear what a life plan is versus just a financial plan. Learn;
- How to inspire clients to action toward their most profound goals and establish broader and deeper relationships with your clients.
- How to integrate life goals with financial realities.
- How to examine beliefs about money that disrupt the advisory process—and what to do about it.
- 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. - How to use our famous “Three Questions” methodology to connect to clients’ deeper goals—even those that may be closely guarded.
- This workshop includes nearly a dozen experiential exercises. Written exercises you can use with clients, and a three-hour introduction to the 5-stage EVOKE® client interview process that is more fully elaborated in our 5-day Advanced Training.
Adviser benefits:
- 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.
- Access to mindfulness-based listening, empathy and goal exercises for use with clients.
- Gives the adviser a philosophical and psychological framework to understand client behavior and enhance coaching skills.
- Increase closing ratios—fewer wasted opportunities.
- Get effortless referrals—even after the first meeting!
- Build assets under management and planning revenue from all your clients.
Download Seven Stages of Money Maturity white paper
Date/Location/Pricing: Event Calendar >>
Participants enthusiastically recommend the workshop:
Attendee Testimonials;
“I have learned a great deal and love the whole philosophy and simplicity of this approach. Thank you. So much in so little time.” Adam Wells
“Very Profound, life-changing course not just for financial planners but for everyone.” Krupesh Kotecha
“An Awakening! (in both a professional and personal sense)” Darren Williams
“Wonderful and Amazing Course!” Joandie Sohoeman
“This course isn’t just great in helping think about money but it has been invaluable in helping understand how to deal with situations in all areas of life.” Aaron Eriskin, Partner with Walter & Partners
“Simply the most enlightening course available for planners today. A must!”
“If you want to bring your IFA business into the 21st century you owe it to your clients, but more importantly to yourself, to attend the Seven Stages workshop.”
“Instructors bring a mélange of knowledge, experience, humor, humility, erudition and stories to teach and empower us to empower our clients.”
“A truly worthwhile experience. This two-day session has been illuminating! I look forward to future seminars.”
Read what George Kinder CFP®, RLP® has to say about the event.
Hear what attendees have said – YouTube – http://youtu.be/s81ilTbZdac