07.18.2023 - Life Planning
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Holistic Life Planning: More Important Than Ever!
Presented by George Kinder, The Kinder Institute
Hear from the father of the Life Planning movement in financial advice George Kinder and a Registered Life Planner® professional Cristina Livadary, CFP®, as they described how Life Planning delivers an exhilarating and meaningful experience for the client. They discussed Life Planning’s five-phase EVOKE® process and its roots in mindfulness, deep listening, and communication skills to uncover clients’ dreams of freedom, and then deliver them. The webinar then opened to an audience Q&A.
Attendees Comments:
A few comments from listeners:
Really great tool to connect your clients to their goals and to build trust with you.
- Lisa M.
Always interested in the holistic/spiritual side of planning.
- Ronni B.
A client focused different approach to financial planning.
- John P.
Really great tool to connect your clients to their goals and to build trust with you.
- Lisa M.
Always interested in the holistic/spiritual side of planning.
- Ronni B.
A client focused different approach to financial planning.
- John P.
Really great tool to connect your clients to their goals and to build trust with you.
- Lisa M.
Always interested in the holistic/spiritual side of planning.
- Ronni B.
A client focused different approach to financial planning.
- John P.