How is life planning a great add-on to financial planning? Learn from Kinder Institute of Life Planning's two top global trainers how they deliver to advisors the transformative experience of being life planned while learning the key relationship skills and structured interview process that delivers action-oriented financial plans. Founder George Kinder and lead international trainer Louis Vollebregt, share the elements necessary for making a great life planning training that corresponds to a great life planning engagement with your clients, while doing a deep dive into the EVOKE® Life Planning process.
11.09.2022 - Life Planning
Training the Life Planning Experience
Presented by George Kinder and Louis Vollebregt