EVOKE(R) Life Planning Process and Client Results with George Kinder

George Kinder, CFP(R), RLP(R)
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 minutes 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
Mar 1 2012
56 mins
EVOKE(R) Life Planning Process and Client Results with George Kinder
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  • Title: EVOKE(R) Life Planning Process and Client Results with George Kinder
  • Live at: Mar 1 2012 6:00 pm
  • Presented by: George Kinder, CFP(R), RLP(R)
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