EVOKE(R) Life Planning Process and Client Results with George Kinder
George Kinder's signature EVOKE(R) model-- a methodology that takes clients through a five-stage interview process leading to a comprehensive and highly tailored plan of action. Exploration - Vision - Obstacles - Knowledge - Execution
The interview process can be accomplished in as little as an hour or, for sophisticated clients with more complex needs, in a series of longer meetings. The method has been shown to deliver dramatic positive results consistently.
- Build a trusting relationship from the first minuets of the first meeting
- Help clients uncover & reveal inspirational visions for their lives that bring vitality & vigor to their finances
- Address key obstacles to attainment of long-desired goals
- Integrate the life vision with practical financial strategies
- Overcome resistance to plan execution
- Build deeper longer-lasting relationships with clients
- Enjoy a more stable flow of income
- Attract a larger share of clients' assets
- Receive stronger, warmer referrals
- Create a richer, more satisfying life for yourself
- Presenting
- George Kinder, CFP(R), RLP(R)
- Channel
- Thought Leadership for Financial Advisors
- Date
-
Mar 01 2012
- Duration
- 00:55
- Tags
- life planning, investment, financial planning
