Beyond the Numbers: How to Have Breakthrough Conversations with Clients about their Lives and Money.

Breakthrough Conversations Beyond the Numbers:
How to Strengthen Your Business Using A Rich Client Interview Process

This special new workshop is an intensive introduction to the Kinder Institute’s EVOKE^® method of Financial Life Planning. This dynamic day-long program will teach you the keys to uncovering your clients most exciting, meaningful, and fulfilling aspirations and how to incorporate these deeper life goals into compelling financial plans.

“The concept of Life Planning and the EVOKE^®process are the most powerful model I've ever seen for financial planning”

Lisa Kirchenbauer, CFP^®, RLP^®
Omega Wealth Management

Life Planning is the key to a stronger business.

Build a strong, stable practice

Enjoy deeper, longer-lasting client relationships

Have more free time

Create the business you really want

“The depth of the client conversations generated through the EVOKE^®process is simply staggering”

Alan Dick, Partner
Forty Two Wealth Management

The workshop will cover:

Using open-ended questions to “break set” and quickly build rapport

Having powerful conversations by “listening for feelings”, not just facts

Deepening a discussion using empathy and non-judgmental inquiry

Using inspiration to create financial plans that sing (and that clients will actually execute!)

Practice using Kinder Institute’s signature “Three Questions” exercise

Live demonstration of the EVOKE^® interview process

This workshop is for you if :

you'd like to take your business to the next level

want deeper, longer-lasting relationships with clients

enjoy the human interaction in your work

seek more satisfaction in your own life

It's NOT right for you if:

you're content with your business the way it is

you think of yourself purely as a money manager

you enjoy sticking to the numbers

If you’re looking for breakthrough results for your life and business, you won’t find a more powerful methodology.

Workshop cost is $395 with early registration.
NAPFA Members: Click here to register

Click here for more information and US workshop schedule
Click here for more information and UK workshop schedule