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Learn the foundational skill that Kinder Institute teaches in the EVOKE® Life Planning process--the pause. Kinder and fellow Registered Life Planner® Cristina Livadary will discuss the value of pausing and steps planners can take to practice during initial client interviews. Learn how to engage with empathy, inspiration, and emotional intelligence while experiencing the emotions that naturally arise in conversations for both the advisor and their client. This mindful, wise, and challenging skill can immediately be implemented into your practice and your personal life leading to more authentic and trustworthy relationships.

Learning Objectives:

  • Explain how to help clients move from trust to inspired action on their financial plan.
  • Describe the inner listening mindfulness skills required for mastery of all client listening skills.
  • Understand the application of both active and inner listening skills throughout an engagement.

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A CFP ID number will be required in order to receive CE credit for this webinar.