LEARN THE LIFE PLANNING, LISTENING, AND RELATIONSHIP SKILLS TO BUILD TRUST AND INSPIRE YOUR CLIENT TO ACTION.
People will discuss their work, their kids, their parents. They’ll even disclose problems they may be having in their marriages or with their health. But rarely do they talk about the one thing we all have in common – Money. Even when a client talks with a financial adviser, they often don’t dare to articulate what they really want to get out of life and how they would like their money to support them.
In The Seven Stages of Money Maturity® 2-day workshop, we train financial advisors to explore this unexamined territory.
- Where do beliefs about money come from?
- Why do clients keep them so private?
- Why are they so persistent even when they are painfully counter-productive?
- How can advisors sensitively and professionally help clients bring to the surface their closely-guarded dreams and aspirations?
With Kinder Institute’s Seven Stages and EVOKE® models, advisors are able to do just this.