Webinar Registration

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.

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.