George has been doing a webinar series for BrightTalk’s Thought Leadership Series for Financial Advisers.
Replay are available on demand at BrightTalk


These webinars were developed by George Kinder and the Kinder Institute of Life Planning. © 2016 All rights reserved.

Date Title Presenter View Replay
2016-01-28

George Kinder on Work-life balance – Life Planning and Mindfulness

The #1 question for people everywhere: How to design and deliver a work-life balance that maximizes our best efficiencies at work and our most meaningful life outside work?

George Kinder has specialized in delivering work-life balance to consumers and professionals worldwide through Life Planning and Mindfulness trainings and workshops for 30 years.

The world today requires commitments in more areas than ever before. The requirements for work have been continuously expanded with new daily technologies, constantly competing with family time and lifestyle choices. Balancing a healthy lifestyle is critical for the future success of everyone in the workforce today.

Combining thoughtful financial Life Planning with Mindfulness delivers work-life balance to everyone. Mindfulness gives you the ability to recognize where you sacrifice your work-life balance. Life Planning defines the balance you really want and the financial elements needed to secure it. Join this webinar and learn how to design the best of lives for yourself, your employees or your clients that simultaneously maximizes efficiencies at work.

You will learn:
1.How to deliver work-life balance to yourself, your clients and your employees
2.How Mindfulness & Life Planning are key elements to your work-life balance
3.Learn how to begin the process of creating a financial Life Plan to support your work-life balance
4.Strategies for finding more time to support a good work-life balance

Can’t Miss Takeaways – You will:
1.Do the famous GK 3-Questions facilitated by George Kinder
2.See and receive access to a Free consumer Life Planning website
3.Receive a Free “Life Planning for You” book by George Kinder
4.Have access to an audio guide to a daily Mindfulness practice.

Who should attend?
Anyone seeking to improve their personal work-life balance or to help their clients or employees improve their work-life balance.

   Play Now
2012-08-29 Establishing Trust in Client Relationships with George Kinder
Life Planning or Buyer Beware: In the aftermath of the banking crisis, consumer trust in financial services is at a dismal low, as amply illustrated by the latest Edelman survey. Rebuilding client relationships in today’s environment requires a new approach. George Kinder, father of the Life Planning Movement, has developed a holistic approach to engaging the client that reframes the client’s relationship to money within the context of his or her whole life. For the advisor, this pays off in what’s called the “client relationship dividend”.
This webinar explores how advisors and firms who adopt Kinder’s model to engaging clients will:

  • Build a trusting relationship from the first minutes of the first meeting
  • Help clients uncover inspirational visions for their lives that bring vitality and vigor to their finances
  • Address obstacles to attainment of long-desired goals
  • Overcome resistance to plan execution
  • Build deep, lasting relationships with clients
  • Enjoy a more stable flow of income
  • Attract a larger share of clients’ assets
  • Receive stronger, warmer referrals
  • Create a richer, more satisfying life for yourself
Play Now
2012-03-01 EVOKE® Life Planning Process & Client Results with George Kinder

George Kinder’s signature EVOKE® model—a methodology that takes clients through a five-stage interview process leading to a comprehensive and highly tailored plan of action. Exploration – Vision – Obstacles – Knowledge – Execution

The interview process can be accomplished in as little as an hour or, for sophisticated clients with more complex needs, in a series of longer meetings. The method has been shown to deliver dramatic positive results consistently.

  • Build a trusting relationship from the first minutes of the first meeting
  • Help clients uncover & reveal inspirational visions for their lives that bring vitality & vigor to their finances
  • Address key obstacles to attainment of long-desired goals
  • Integrate the life vision with practical financial strategies
  • Overcome resistance to plan execution
  • Build deeper longer-lasting relationships with clients
  • Enjoy a more stable flow of income
  • Attract a larger share of clients’ assets
  • Receive stronger, warmer referrals
  • Create a richer, more satisfying life for yourself
Play now
2011-11-22 The Client Relationship Dividend: Financial Planning meets Life Planning

Inspirational session on the profitability of using the client centered highly structured interview process known as Life Planning.  To the client, it is an exciting, moving, often exhilarating process often described as ‘the conversation of a lifetime’ leading them to pursue their lives of greatest meaning and value.  But to the adviser and their firm this is a highly structured interview process with measurable deliverables at the end of each phase that can be embedded in software, trained, scaled and sold. The father of Life Planning, George Kinder will describe the value of integrating an empathy and inspiration advice model throughout the firm.  He will share from his experience of working with a variety of different size firms in Europe as well as North America. His model of the EVOKE® Client Interview Process is a valuable framework for professionals that embeds trust into the client adviser relationship while increasing profitability for the firm.

2011-09-23

George Kinder has been a transformative voice in the financial planning field. Kinder’s holistic approach provides a life planning context to traditional financial planning, focusing on our relationship with money. His model the EVOKE® Client Interview Process and the Seven Stages of Money Maturity is a valuable framework for professionals from any discipline who want to incorporate a holistic and integrative approach to their work.

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2010-02-02 The Large Financial Services Company and Life Planning
Large, multi-office firms face special challenges in changing their product-focused cultures and integrating a more client-centered approach. This webinar focuses on why financial Life Planning is the key to coping with a new era of fiduciary responsibilities and client service.
Roger Wellington & George Kinder Play now
2009-10-29 Risk Management:
How to Avoid Client Panic Forever
Play now