EVOKE(R) Life Planning Process and Client Results with George Kinder

Presented by

George Kinder, CFP(R), RLP(R)

About this talk

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

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