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The Client Relationship Dividend: Financial Life Planning

Inspirational session on the profitability of using the client-centered, highly-structured interview process known as Life Planning. To the client, it is an exciting, moving and exhilarating process often described as 'the conversation of a lifetime', leading them to pursue their lives with greatest meaning and value. But to the advisor and their firm, this is a highly structured interview process with measurable deliverables at the end of each phase that can be embedded in software, trained, scaled and sold.

The father of Life Planning, George Kinder will describe the value of integrating an empathy and inspiration advice model throughout the firm. He will share from his experience of working with a variety of different size firms in Europe as well as North America. His model of the EVOKE(R) Client Interview Process is a valuable framework for professionals that embeds trust into the client advisor relationship while increasing profitability for the firm.
Recorded Nov 22 2011 64 mins
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Presented by
George Kinder, CFP(R), RLP(R)
Presentation preview: The Client Relationship Dividend: Financial Life Planning

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  • George Kinder on Developing a Mindfulness Practice: Part 2 Recorded: Oct 12 2016 60 mins
    George Kinder
    Spend an hour with George Kinder as he leads a group meditation and discusses how to continue developing a mindfulness practice for yourself. There will be time for Q&A and discussion.

    Can’t Miss Takeaways -

    - You will:Learn the daily practice of Mindfulness and how it delivers practical benefits.
    - Have access to an audio guide to a daily Mindfulness practice.
    - Receive a free on-line copy of George Kinder’s book, Transforming Suffering into Wisdom: Mindfulness and The Art of Inner Listening.
  • George Kinder on Developing a Mindfulness Practice: Part 1 Recorded: Jul 13 2016 61 mins
    George Kinder
    Spend an hour with George Kinder as he leads a group meditation and discusses how to develop a mindfulness practice for yourself. There will be time for Q&A and discussion.

    Can’t Miss Takeaways -

    - You will:Learn the daily practice of Mindfulness and how it delivers practical benefits.
    - Have access to an audio guide to a daily Mindfulness practice.
    - Receive a free on-line copy of George Kinder’s book, Transforming Suffering into Wisdom: Mindfulness and The Art of Inner Listening.
  • George Kinder on Establishing a Mindfulness Practice Recorded: Apr 6 2016 61 mins
    George Kinder
    Spend an hour with George Kinder as he leads a group meditation and discusses how to establish a mindfulness practice for yourself. There will be time for Q&A and discussion.
  • George Kinder on Work-life balance - Life Planning & Mindfulness Recorded: Jan 28 2016 66 mins
    George Kinder
    The #1 question for people everywhere:
    How to design & deliver a work-life balance that maximizes our best efficiencies at work and our most meaningful life outside work?

    George Kinder has specialized in delivering work-life balance to consumers and professionals worldwide through Life Planning and Mindfulness trainings and workshops for 30 years.

    The world today requires commitments in more areas than ever before. The requirements for work have been continuously expanded with new daily technologies, constantly competing with family time and lifestyle choices. Balancing a healthy lifestyle is critical for the future success of everyone in the workforce today.

    Combining thoughtful financial Life Planning with Mindfulness delivers work-life balance to everyone. Mindfulness gives you the ability to recognize where you sacrifice your work-life balance. Life Planning defines the balance you really want and the financial elements needed to secure it. Join this webinar and learn how to design the best of lives for yourself, your employees or your clients that simultaneously maximizes efficiencies at work.

    You will learn:
    1.How to deliver work-life balance to yourself, your clients and your employees
    2.How Mindfulness & Life Planning are key elements to your work-life balance
    3.Learn how to begin the process of creating a financial Life Plan to support your work-life balance
    4.Strategies for finding more time to support a good work-life balance

    Can’t Miss Takeaways - You will:
    1.Do the famous GK 3-Questions facilitated by George Kinder
    2.See and receive access to a Free consumer Life Planning website
    3.Receive a Free “Life Planning for You” book by George Kinder
    4.Have access to an audio guide to a daily Mindfulness practice.

    Who should attend?
    Anyone seeking to improve their personal work-life balance or to help their clients or employees improve their work-life balance.
  • George Kinder on Mindfulness: Great Listening / Great Communicating Recorded: Sep 3 2015 63 mins
    George Kinder
    Great communication starts with great listening. And great listening starts with an inner listening called Mindfulness, a simple practice done 10-20 min. a day that makes an average communicator into a great one. Transform hollow interactions into engaged, dynamic relationships by being present and in the moment. Learn why successful organizations all over the world are bringing Mindfulness to the workplace. Developing inner awareness leads to productive relationship building, sharpening crucial skills in management, improving sales & operations at successful firms. Win the trust across the spectrum of those you communicate with, from clients to colleagues, employees to senior management, in every interaction.

    You Will Learn:
    1.What Mindfulness is & why it is useful in the business world.
    2.How this simple practice enhances self-awareness, making one a potent & attentive listener.
    3.How to be 100% in the present moment, focused, free of distractions.
    4.A 5-phase process that leads to effective communication & deep trust, yielding sustainable professional & personal relationships.
    5.How Mindfulness training has been embraced across industries, including health, financial services, technology, government, journalism, entertainment, social services, think tanks, law enforcement, the military & education. (Google, Apple, Aetna, Virgin, Madison Wisconsin Police Dept, Congress, & House of Commons.)

    Can’t Miss Takeaway:
    You will:
    •Learn the daily practice of Mindfulness & how it delivers practical benefits.
    •Have access to an audio guide to a daily Mindfulness practice.
    •Receive a free on-line copy of George Kinder’s book, Transforming Suffering into Wisdom: Mindfulness & The Art of Inner Listening.

    Who Should Attend?
    Anyone who wishes to be more effective in their communication skills, with greater control, clearer focus, more patience, flexibility & skill, greater leadership & access to intuition, values, creativity, & managing stress & difficult emotions with poise.
  • George Kinder: Attract Clients with Life Planning on the Web Recorded: Feb 9 2015 45 mins
    George Kinder, author
    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
  • Establishing Trust in Client Relationships with George Kinder Recorded: Aug 29 2012 64 mins
    George Kinder, President & Founder, Kinder Institute of Life Planning
    Life Planning or Buyer Beware: In the aftermath of the banking crisis, consumer trust in financial services is at a dismal low, as amply illustrated by the latest Edelman survey. Rebuilding client relationships in today’s environment requires a new approach. George Kinder, father of the Life Planning Movement, has developed a holistic approach to engaging the client that reframes the client’s relationship to money within the context of his or her whole life. For the advisor, this pays off in what’s called the “client relationship dividend”.

    This webinar explores how advisors and firms who adopt Kinder’s model to engaging clients will:
    - Build a trusting relationship from the first minutes of the first meeting
    - Help clients uncover inspirational visions for their lives that bring vitality and vigor to their finances
    - Address obstacles to attainment of long-desired goals
    - Overcome resistance to plan execution
    - Build deep, 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
  • EVOKE(R) Life Planning Process and Client Results with George Kinder Recorded: Mar 1 2012 56 mins
    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
  • The Client Relationship Dividend: Financial Life Planning Recorded: Nov 22 2011 64 mins
    George Kinder, CFP(R), RLP(R)
    Inspirational session on the profitability of using the client-centered, highly-structured interview process known as Life Planning. To the client, it is an exciting, moving and exhilarating process often described as 'the conversation of a lifetime', leading them to pursue their lives with greatest meaning and value. But to the advisor and their firm, this is a highly structured interview process with measurable deliverables at the end of each phase that can be embedded in software, trained, scaled and sold.

    The father of Life Planning, George Kinder will describe the value of integrating an empathy and inspiration advice model throughout the firm. He will share from his experience of working with a variety of different size firms in Europe as well as North America. His model of the EVOKE(R) Client Interview Process is a valuable framework for professionals that embeds trust into the client advisor relationship while increasing profitability for the firm.
Live the Life of your Dreams
Thought Leader George Kinder shares his teachings on Life Planning, Mindfulness, Client/Consumer Communication and Listening Skills and Financial Services

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  • Title: The Client Relationship Dividend: Financial Life Planning
  • Live at: Nov 22 2011 6:00 pm
  • Presented by: George Kinder, CFP(R), RLP(R)
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