The Client Relationship Dividend: Financial Life Planning

Presented by

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

About this talk

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.

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