Establishing Trust in Client Relationships with George Kinder

Presented by

George Kinder, President & Founder, Kinder Institute of Life Planning

About this talk

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

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