Great financial advice starts with and is built on a foundation of great listening. Learn from George Kinder, the Father of Life Planning, how to develop authentic and trustworthy relationships with your clients. Joined by Registered Life Planner® Brad Tafoya, CPA, CFP®, George will demonstrate the framework and key skills used by life planners globally to efficiently and effectively ensure that a client’s resources are completely aligned with their life’s ambition. Get your clients completely engaged in the work you are doing together and start delivering them into their dreams of freedom.
Learning Objectives:
• Identify the three phases of initial client meetings that develop relationships of trust.
• 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.
• Apply both active and inner listening skills throughout an engagement.
*CE/CPE Eligible: 1 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.