Kinder Institute
Life Planning Mastery
An ongoing quarterly program for Life Planning excellence
This Training provides 30 CEU's for CFP®'s
Take your Life Planning work to the next level! For Registered Life Planners® and Advanced Training graduates this is a Master Class with George Kinder. Gather with other practitioners to sharpen your life planning skills, re-kindle your own personal torch, and build a more successful business.
Participants in this program have a wide range of life planning experience and expertise. All of them report great progress in their ability to use the EVOKE® process and make strides in building satisfying businesses.
Whether you are new or old to Life Planning, this program is designed to increase proficiency and confidence at every level of experience.
Advanced EVOKE® for Clients: The latest and deepest
techniques including:
- The most efficient ways to Light the Torch and develop trust
- How to handle couples and other special situations
- How to do a complete EVOKE® process in a single meeting
- How to use the Seven Stages as a diagnostic tool and much more
EVOKE® for You and Your Business
You developed your own life plan during your 5-day Advanced Training. This program will revisit and re-ignite your passion, helping you to live your life plan with power and confidence. A key part of everyone's life plan is their livelihood. During the afternoon of each session we will focus on business management by using EVOKE® to create a tailored strategy for the development of your business — a recipe for success that is uniquely yours. Every quarter, we’ll meet again to plot your next steps using advanced management tools, outside experts, and the wisdom of your peers.
This program is about fulfilling the dreams for your business and your life.
A High-Performance Community
George Kinder will lead each session assisted by Joel Gluck in the USA and Louis Vollebregt in Europe, each of whom have over 15 years experience doing high-level business coaching and executive training. Other leaders in financial Life Planning will contribute to individual sessions. Join your peers in creating the highest quality community of life planners where the latest ideas are explored and implemented. Nowhere else will you find a group that so fully understands your vision for a fully satisfying work-life balance and can deliver the ideas and support that enable you to fulfill your dreams.
The Details:
Meets 4 times/year for one day in Boston or London from 9am to 5pm
Morning Session focused on Advanced EVOKE®: Living your life plan and using the EVOKE® process with clients
Afternoon Session focused on business development and practice management.
This program will cover 18 hours of CEU's required to keep one's RLP® current
Optional Day: Advanced Inner Listening
There will be opportunities during each session to deepen your inner listening skills, developing greater focus, calm, and self-awareness. We will be challenging participants to bring inner listening into their daily life and work on a regular basis.
To support this growth, we will offer a special 2-day session once a year with the first day devoted solely to Inner Listening practice. (The second day will be as already described). George Kinder has been a teacher of Inner Listening for decades and will lead the group through this day-long retreat so we can dive deep within, refining and stabilizing this vital practice.
Possible Morning Themes: Advanced EVOKE® with clients
- Lighting the torch with couples
- Soggy torches: how to work with half-hearted clients
- Diagnosing Innocent Beliefs
- The O Meeting: how to deal with the most difficult obstacles
- Lack of implementation: sputtering torches and working with vigor drains
- Challenges of using the Three Questions with the sick, aged, or retired
Possible Afternoon Themes: Business and Practice Management
- Marketing life planning; Attracting clients
- Best practices: client engagement letters, fees, agreements, renewals
- Best practices: review meetings and how to integrate LP
- Referral strategies
- Back office systems and integration
- Seminar selling
- Staff training and development for a LP office
- Time management and outsourcing
- Positioning your practice in the marketplace
- Staffing tools: Kolbe, Strengthfinder
- How to create the ultimate safe container
Sample Schedule
Structure Of Typical LPM Morning Session
| 1st hour: |
Introductions and Inner Listening Exercise |
| 2nd hour: |
Introduction/demonstration of Advanced EVOKE® theme (new themes and tools for each session) |
| 3rd hour: |
EVOKE® work in Groups or Dyads |
| Closing: |
Group discussion; Identification of additional resources |
Structure of Typical LPM Afternoon Session
| 1st hour: |
Opening and introduction of practice management theme |
| 2nd hour: |
Creation or revisiting of Business Vision map |
| 3rd hour: |
Work in Dyads to refine/implement business vision |
| Closing: |
Stand and declare what change you will make |
Overall Program Focus:
- Keeping Life Planners on target with their dreams, acknowledging that for most of us a key part of that dream is our business. How do we create a thriving, vibrant, exciting place to work that performs magic for clients, but is also a successful, profitable business where the staff is thrilled to come to work every day.
- How does your torch find its expression in your business—throughout your whole business—every aspect of your business? This is a guiding principle of the program.
- How to make your business as filled with light, community, authenticity, success and profit as it can possibly be—without ever overshadowing your personal torch.
This program gives you the opportunity to step back and take a strategic look at your business. The end result is unique for each of you. Life Planning Mastery will catapult your practice and your vision for your practice in ways you never before dreamed possible.
To Learn more
please contact Eva Brodzik
Eva.Brodzik@KinderInstitute.com
(913) 232-7506
Space is limited so please do not delay. To register click here>>
The Details |
| When: |
Meets 4 times/year for one day in Boston from 9 to 4.
|
| Where: |
Boston, near Logan Airport for travel ease
|
| What: |
Morning Session focused on Advanced EVOKE® – Living your life plan and using the EVOKE® process with clients
Afternoon Session focused on Business Development and Management
|
| Cost: |
$4950 (Early bird discount to $2950 for the first 6 participants)
For more information about this discount please click here >>> or call Eva Brodzik at
(913) 232-7506
|
| CEUs |
18 CEUs per year toward RLP® requirements.
|
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