31st August 2016

Kinder Institute: EVOKE® 5-Day Life Planning Training

Don't miss the 5-Day EVOKE® Life Planning Course – Applying EVOKE® Life Planning Methodology to Client Engagements. George Kinder developed the Kinder Institute’s revolutionary approach to client communications -- this is your chance to learn new skills and raise your technique to the next level. US training just added for August - details below!

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.

What Participants are saying:

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

• "Life Planning has been the key to a wholesale change in my business, my clients, my staff, and my family that has meant both more money and more personal satisfaction." Adam Young, Managing Director, Dragonfly Planning
• "A brilliantly conceived and masterfully delivered training process that enables advisors to help their clients truly achieve their most cherished goals." Jeff Arsenault, CPA/PFS, CFP®, MST, New Wealth Advisors LLC
• Click here to read an article in New Model Advisor and learn more
• More information
• Space is limited to 14 participants, so sign up quickly as this course has already started booking.

CPD

Eligible for CPD Points/42.0 hours

Register Here

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