George Kinder: Attract Clients with Life Planning on the Web

Presented by

George Kinder, author

About this talk

Can you do Life Planning on the web as well as an in-person interview? What are the essential elements of a web based Life Planning Service? What is essential for the intimate, personal process of Life Planning to be delivered and how could it be approached through a computerised process? Receive a free e-book for attending: "Life Planning for you", the companion book to the LifePlanningForYou.com website. Attendees will learn: -To what degree can you computerise the Life Planning process within your own firm and is it advisable? -What are the advantages of having it on the web? -How to attract clients with web based Financial Life Planning -How to ask effective, meaningful questions through technology interfaces -Interpret client responses and understand personal communications over the web -How to keep the flow of intensive two-way reciprocation using technology

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Thought Leader George Kinder shares his teachings on Life Planning, Mindfulness, Client/Consumer Communication and Listening Skills and Financial Services