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Advanced Personal Financial Planning Conference 2016

21 - Special Conference Announcement and Keynote Session: Bringing Life to Money - Life Planning's Client Relationship Dividend

Jan 19, 2016 8:00am ‐ Jan 19, 2016 9:00am


George Kinder will explore how financial life planning delivers freedom to clients through great listening and authentic conversation. After exploring skills and techniques, he will show how these inspiring conversations and the financial planning that supports them create much stronger planning practices and more successful firms. Topics will cover:
• Overcoming life planning “fear” — It’s not the “touchy-feely, therapy-like” planning you think it is — rather it’s just a great conversation
• The Client Relationship Dividend: the economics of life planning increases referrals, AUM, closing ratios, sustains client relationships, energizes advisers
• Learn the 5-Phase EVOKE® Life Planning process that builds trust and delivers clients for life in client meetings and Robo-advice


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