Seven Stages of Money Maturity® 2-day Workshop
with George Kinder
#XYPNLIVE(ish) Pre-Conference


A Model for Understanding and Developing Client Relationships and One’s Own Relationship to Money

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 George Kinder’s 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 EVOKE® Life Planning 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

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 advisers 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 advisers sensitively and professionally help clients bring to the surface their closely-guarded dreams and aspirations? With the Kinder Institute’s Seven Stages and EVOKE® models advisers are able to do just this.

Register Today for George Kinder’s Seven Stages of Money Maturity Workshop Pre-Conference to #XYPNLIVE(ish)

Provides 10 CEUs for CFPs

Eligible for CPD Points/17.0 hours in UK

Date: October 9-10, 2020
Day one 8:30am – 5:30 pm (CDT)
Day two 8:00am – 4:00 pm (CDT)

Location: Anywhere with Wifi

Price: Sign up by August 9, 2020 and receive the early bird discount at $845. Standard rate $945 after that date.

XYPN members-only discount register here!