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Kinder Institute: NAPFA and ACP Pre-Conference 2-Day Seven Stages of Money Maturity Workshops

Business development event for Financial Advisers and Paraplanners

18 Sep 2018

Kinder Institute: NAPFA and ACP Pre-Conference 2-Day Seven Stages of Money Maturity Workshops

A two-day workshop that will help you improve your ability to inspire clients to action toward their goals and establish broader and deeper relationships with your clients, making them clients for life. This workshop trains advisers to help their clients find freedom and financial security by developing clarity and ease around their relationship to money. George Kinder or Louis Vollebregt will be leading these workshops. The Kinder Institute’s proven method is used by thousands of successful advisers worldwide. All spoken in English unless noted under the date.

October 18-19, London UK

9am to 5:30pm both days
Brooks Macdonald
72 Welbeck Street
London W1G 0AY

hosted by Louis Vollebregt

To book use this link - www.kinderinstitute.com/events

Provides 10 CEUs for CFP®s

Eligible for CPD Points - 17 hours.

You 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.
  • To recognize 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 our 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 our 5-day Advanced Training.

 

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