Hi [[ session.user.profile.firstName ]]

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
Recorded Mar 1 2012 56 mins
Your place is confirmed,
we'll send you email reminders
Watch for free
Presented by
George Kinder, CFP(R), RLP(R)
Presentation preview: EVOKE(R) Life Planning Process and Client Results with George Kinder
Related topics:

Network with like-minded attendees

  • [[ session.user.profile.displayName ]]
    Add a photo
    • [[ session.user.profile.displayName ]]
    • [[ session.user.profile.jobTitle ]]
    • [[ session.user.profile.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(session.user.profile) ]]
  • [[ card.displayName ]]
    • [[ card.displayName ]]
    • [[ card.jobTitle ]]
    • [[ card.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(card) ]]
  • Channel
  • Channel profile

Investment Management

  • Sustainable Investing Across Asset Classes: Crafting An Outcomes-Based Portfolio Oct 30 2019 4:00 pm UTC 45 mins
    tbc
    This webinar looks at how asset managers are deploying various asset classes to solve the sustainable development goals. While public equity is certainly a popular choice, other choices like fixed income instruments, and alternative investments are being employed in the quest for out-comes based investing. Our panel will answer questions such as:

    - What kinds of returns and risks are being seen across the asset classes?
    - Which asset managers are focused on which asset classes?
    - Can cross-asset class frameworks be used, or does each asset class deserve its own framework for success?
    Save your seat
  • ESG and Pensions: How Long-Term Thinking Will Drive Investment Success Oct 29 2019 4:00 pm UTC 45 mins
    tbc
    The ideal retirement or pension fund starts the drawdown phase only after decades of savings. Similarly, many benefits of ESG become more easily recognisable after multiple quarters or years. This long-term scope conflicts with wall street's penchant for quarterly earnings. Should short-term investors be thinking more like long-term investors? This webinar will discuss:

    - Methods of valuing ESG
    - Benefits of applying ESG decision frameworks to your portfolios
    - How Pension funds look at potential investments
    Save your seat
  • Ep 47: AB’s Municipal Impact Strategy Delivers Performance and Opportunity Oct 10 2019 3:00 pm UTC 35 mins
    Paul Ellis | Eric Glass, Senior Portfolio Manager, Fixed Income Impact Strategy at AllianceBernstein
    Listen to the story of how Glass created AllianceBernstein’s Municipal Impact Strategy to invest in underserved and low-socio-economic status communities. Glass explains how investing healthcare, education, mass transit, water/waste water and renewable energy infrastructure can generate a 4% tax-exempt yield on investment.
    Save your seat
  • Ep 37: ESG Metrics and Shareholder Advocacy for Value Creation Oct 3 2019 3:00 pm UTC 28 mins
    Paul Ellis | Matthew Blume
    Matthew Blume, portfolio manager and head of ESG research at Appleseed Capital, sees shareholder advocacy as an opportunity to influence the integration of ESG metrics into the long term value creation of companies owned in the Appleseed Fund (APPLX), for which his firm is the adviser. His efforts are part of the reason why APPLX ended 2018 with performance in the top 5% of it's Morningstar World Allocation category for one, three and ten years.
    Save your seat
  • EP. 42: S&P Dow Jones Indices Launches New ESG Indices Sep 26 2019 3:00 pm UTC 28 mins
    Paul Ellis | Mona Naqvi, Senior Director and Global ESG Spokesperson for S&P Dow Jones Indices
    Mona Naqvi discusses her group’s launch of the S&P 500 ESG Index, the basis for a UBS Asset Management ETF that's now available. She also discusses the creation of numerous ESG indices and her ongoing work with Japan’s government pension investment fund (GPIF), the world’s largest, to systematically reduce exposure to high carbon companies through the S&P Carbon Efficient Indices.
    Save your seat
  • Ep 26: Responsible Investing at Parametric with Jennifer Sireklove Sep 19 2019 3:00 pm UTC 28 mins
    Paul Ellis | Jennifer Sireklove, Director of Responsible Investing, Parametric
    Jennifer Sireklove, Director of Responsible Investing, has built Parametric's Responsible Investing practice over two years, including customized ESG data incorporation on $20 billion AUM, and firm-wide proxy voting on $100 billion AUM.
    Save your seat
  • Investor's Digest Ep 8 Sep 17 2019 3:00 pm UTC 30 mins
    Ryan Ross, Various Guests
    Bi-weekly webcam discussions on markets, funds, finance and economics. Each episode provides an overview on one ecosystem within investment management.
    Save your seat
  • Founder's Spotlight: Diligend's Wissem Souissi Sep 12 2019 3:00 pm UTC 29 mins
    Ryan Ross | Wissem Souissi
    In this episode, Diligend's Wissem Souissi discusses what lead to the company's founding, the market problem they are solving, and the challenges they've overcome to make it to where they are.
    Save your seat
  • Ep 21: Ethical Markets Media and the UN SDGs Sep 12 2019 3:00 pm UTC 30 mins
    Paul Ellis | Hazel Henderson, Founder, Ethical Markets Media
    Founder Hazel Henderson discusses the value of global frameworks like the UN SDGs to sustainable business growth.
    Save your seat
  • Optimising your Linkedin Profile: The Newest & Most Effective Techniques Sep 12 2019 11:00 am UTC 45 mins
    Melanie Goodman, Trevisan Social
    This live LinkedIn training webinar is for professionals who want to transform their basic LinkedIn profile into an impressive and engaging showcase that will reinforce your credibility, increase your visibility and attract new clients and potential partners.



    During this live webinar with a question & answer session we will show you how to, inter alia:

    Transform your skeleton LinkedIn profile into a career tool that highlights your skills & experiences. Your new LinkedIn Profile will capture a strong personal brand message and use LinkedIn keyword strategy aligned with the site’s search algorithm
    Customise your URL
    Draft an optimised keyword rich summary section
    Effectively adjust your LinkedIn privacy (and other) settings in your favour
    Use the skills section to your advantage


    (Attendees will need to have set up a LinkedIn account prior to participating in this training.)
    Save your seat
  • Panel Discussion: Future of Income Funds Sep 11 2019 3:00 pm UTC 45 mins
    Alan Blythe, Blythe Financial | Bonnie Lyn de Bartok, The S Factor | Adrian Lowcock, Willis Owen | Shelly Antoniewicz, ICI
    Over the next 30 years, the demographic makeup of societies will change tremendously. What effect will this have on income investment funds? Will people retire later, thus driving up the demand for Income Funds? What effect will interest rates and other factors have on people's desire to choose an income fund vs. a fund that reinvests its assets? Further, as investment preferences change, how will funds adapt to these preferences and drive market share?

    This webinar panel will dive into:
    - how will demographic changes drive demand for Income Funds around the world?
    - How will fund companies need to adapt in order to anticipate these change?
    - What investment parameters will need to be met to attract discerning investors with specific tastes.


    Adrian Lowcock, Head of Personal Investing, Willis Owen
    Bonnie Lyn de Bartok, Founder & CEO, The S Factor Co (a MacCormick Inc. company)
    Alan Blythe, Chartered Financial Planner & Managing Director, Blythe Financial.
    Shelly Antoniewicz, Senior Director, Industry and Financial Analysis, Investment Company Institute (ICI)
    Save your seat
  • Panel Discussion - Strategies of Income Funds Sep 10 2019 3:00 pm UTC 45 mins
    Kandarp Acharya, Wells Capital Management | Justin Simler, Tatton IM | Etienne Vincent, BNP Paribas AM | Nicolas Simar, NN IP
    Managers of income funds know there are multiple ways to deliver the product - which can cause decision paralysis. But if you have a strong strategy and vision, the pathway to decisions are simplified. Multi-Asset Strategies abound for to deliver income, including a long-short approach, natural income, or capital and growth.

    This webinar will discuss:
    - Strategies the best investment firms are using to delivering income
    - Asset allocation theories that can work in any environment
    - The benefits and drawbacks to all approaches

    Justin Simler - Consultant - Tatton Investment Management Limited
    Kandarp Acharya, Senior Portfolio Manager, Wells Capital Management
    Nicolas Simar, Portfolio Manager - Euro High Dividend, NN Investment Partners
    Etienne Vincent, Global Head of Quantitative Portfolio Management, BNP Paribas Asset Management.
    Save your seat
  • Investor's Digest: Ep 7 Sep 3 2019 3:00 pm UTC 30 mins
    Ryan Ross, Various Guests
    Bi-weekly webcam discussions on markets, funds, finance and economics. Each episode provides an overview on one ecosystem within investment management.
    Save your seat
  • Real Exposure to APAC: investing in Impact and Real Assets Aug 28 2019 3:00 pm UTC 60 mins
    tbc
    As markets mature, information asymmetries become harder to find and higher returns become increasingly elusive. Where is a good place for investors to focus and gain exposure to APAC at attractive prices and rates? The Venture Capital and Private Equity may be the place to find answers, though China A-Shares may also hold the keys to success. Indeed, Impact Investing is another alternative, which is burgeoning in the region.

    To understand how to find returns and alpha, this webinar will discuss:
    how investors from across the globe can access APAC
    Which sectors there is growing activity in, and why
    Which markets are worth a look, and what regulations in these markets.
    Save your seat
  • How to build a culture of of growth marketing in the financial services industry Aug 27 2019 1:30 pm UTC 52 mins
    Jon Pittham. MD ClientsFirst
    In a post GDPR world, top of the funnel traditional direct marketing isn't a viable option for financial services firms. Data is more regulated, targeting is more limited and a broad approach is a strategy that will likely fail.

    Instead it's time to focus on a strategy that will attract, convert and delight engaged clients. This strategy is Growth Marketing. In this webinar we focus on how to turn your marketing culture from top of the funnel to a growth marketing culture where every stage of the funnel counts.

    Other key takeaways include:

    - Aligning your marketing goals into creating inbound opportunities which allows your firm to grow
    - How to use the inbound model to not only create more leads, but turn these leads into delighted brand ambassadors
    - How content is the new data when it comes to creating successful modern growth marketing campaigns
    - Using technology and automation to streamline your marketing
    Save your seat
  • How to Read Financial News More Effectively: Tips from Six Investors Aug 22 2019 1:30 pm UTC 62 mins
    Rob Martorana, Brian Gilmartin, Marc Gerstein, Jeff Miller, Ed Stavetski
    Six veteran investors explain how they cut through the clutter of sensationalism and pseudo-analysis that litter the landscape of today's financial journalism. The webinar is accompanied by a 30-page slide deck with embedded links. The content is based on an article published by the CFA Institute in July of 2016, and the authors will discuss and debate their approaches.
    Save your seat
  • AI for Regulatory Change... why, what and how? Recorded: Aug 21 2019 46 mins
    Elliot Burgess, Head of Product, CUBE
    Since the financial markets collapse of 2008, the financial services sector has been engulfed in new rules and regulations. Compliance teams must track regulatory data, and assess the impact of every regulatory requirement, to avoid breaches and punitive enforcement fines.

    With 45 new regulatory documents to deal with every week, and more than 53,000 regulatory updates issued every year, manual approaches to monitoring regulatory intelligence and managing regulatory change are putting financial services businesses at risk.

    Artificial intelligence (AI) allows you to marry human expertise with the almost limitless ability of technology to consume and analyze huge amounts of data, automate manual processes and reduce complexity. In doing so, financial institutions can leverage AI to respond to regulatory change more efficiently and effectively.


    Join regulatory change expert, and Head of Product Management at CUBE Elliot Burgess to learn

    Why AI is the only answer to addressing big data compliance challenges, at scale
    What elements of AI are driving value for Risk and Compliance teams (e.g. Machine Learning, Natural Language Processing, Robotic Process Automation)
    How regulated financial institutions are utilizing AI today to ease and accelerate regulatory change processes
    Watch now
  • Solutions for MIFID II: Show me the value! Recorded: Aug 21 2019 34 mins
    Steve Kenny, Director, Square Mile Research
    The regulator wants asset managers to define more clearly the value they provide to their investors. In this session, Square Mile explores what they need to consider.

    The concept of a value assessment emerged from the FCA Asset Management Market study in 2018: this proposed certain changes to the structure of open-ended funds, including the appointment of a minimum of two independent directors (making up at least 25% of the board). It also stated that fund managers should start to provide an annual assessment on ‘value’ to this newly independent board.

    Since that point, there has been considerable debate on how ‘value’ should be defined. In January/ February 2019 Square Mile and Boring Money conducted market research with the aim to provide asset managers with an independent third-party view on how to assess and measure value. We asked consumers, advisers, investment trust directors, the regulator, service providers and academics for their version of value.

    The FCA already has its version. It defined seven elements in its non-exhaustive list: quality of service, performance, general fund manager costs, economies of scale, comparable market rates, comparable services and classes of units. In our discussions with the FCA, we found that there were also a number of key questions that the FCA wanted asset managers to think about from the clients’ perspective:

    · What do I get charged?

    · Can I see what I pay for?

    · What simple indicator do I have that will tell me what this fund is trying to do and what it will achieve?

    · What are the upsides and downsides?

    · Am I paying more for a choice that I’ve made and when I’ve made that choice can I understand it?
    Watch now
  • SM&CR: how to accelerate and de-risk your implementation Recorded: Aug 12 2019 41 mins
    Dan Ridler, BCS Consulting
    Senior Managers & Certification Regime (SM&CR) goes live on 9th December 2019 for FCA solo-regulated firms. BCS Consulting have supported vast numbers of banks, insurers and solo-regulated firms with their SM&CR implementations from which they have learnt key lessons about the challenges, regulatory consequences and the most effective solutions. Based on this experience, BCS Consulting will explain how firms can avoid the most significant implementation challenges and accelerate delivery timelines.
    Watch now
Actionable Insights for Investors
Insights for Investors
  • Upcoming webinars (17)
  • Recorded webinars (733)
  • Subscribers (32,197)
Channel RSS feed

Register for Free

 

Embed in website or blog

Successfully added emails: 0
Remove all
  • 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)
  • From:
Your email has been sent.
or close