Friday, 21 March 2014 10:36
George Kinder to train Financial Planners at IFP-backed event
George Kinder, the life planning guru, is going to train Financial Planners at an IFP backed workshop.
The event is designed to improve planners' ability to inspire clients to action toward their goals.
Advisers are encouraged to attend in order to "establish broader and deeper relationships, making them clients for life."
The workshop offers training to help planners' clients find freedom and financial security by "developing clarity and ease around their relationship to money".
The Kinder Institute's tested method is used by thousands of successful advisers worldwide.
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It takes place between 19-20 May at Dimensional Fund Advisors Office, Regent's Place, London.
Costs:
Organisers said planners will learn:
• How to integrate life goals with financial realities
• How unexamined beliefs about money disrupt the advisory process—and what to do about it
• Learn to recognise the human dimensions of money such as self-sabotaging behavior, inappropriate risk-taking, lack of interest in executing a plan, and goal confusion—and how to address them
• How to use Kinder's famous "Three Questions" methodology to connect to clients' deeper goals—even those that may be closely guarded
• The workshop includes nearly a dozen experiential exercises, practice with three key written exercises you can use with clients, and a three hour practical introduction to the 5-stage EVOKE® client interview process that is more fully elaborated in the 5-day Advanced Training
The event is designed to improve planners' ability to inspire clients to action toward their goals.
Advisers are encouraged to attend in order to "establish broader and deeper relationships, making them clients for life."
The workshop offers training to help planners' clients find freedom and financial security by "developing clarity and ease around their relationship to money".
The Kinder Institute's tested method is used by thousands of successful advisers worldwide.
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It takes place between 19-20 May at Dimensional Fund Advisors Office, Regent's Place, London.
Costs:
- £445 Early bird price until 5 May (£556 Non IFP members)
- £550 Workshop standard rate IFP Members (£695 Non IFP members)
Organisers said planners will learn:
• How to integrate life goals with financial realities
• How unexamined beliefs about money disrupt the advisory process—and what to do about it
• Learn to recognise the human dimensions of money such as self-sabotaging behavior, inappropriate risk-taking, lack of interest in executing a plan, and goal confusion—and how to address them
• How to use Kinder's famous "Three Questions" methodology to connect to clients' deeper goals—even those that may be closely guarded
• The workshop includes nearly a dozen experiential exercises, practice with three key written exercises you can use with clients, and a three hour practical introduction to the 5-stage EVOKE® client interview process that is more fully elaborated in the 5-day Advanced Training
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