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
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
Recorded
Mar 1 2012
56 mins
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Presented by
George Kinder, CFP(R), RLP(R)
George Kinder, CFP(R), RLP(R)
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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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