EVOKE® Life Planning process & client results with George Kinder

George Kinder’s signature EVOKE® model—a methodology that takes clients through a five-stage interview process leading to a comprehensive and highly tailored plan of action.  Exploration – Vision – Obstacles – Knowledge - Execution

The interview process can be accomplished in as little as an hour or, for sophisticated clients with more complex needs, in a series of longer meetings.  The method has been shown to deliver dramatic positive results consistently.

• Build a trusting relationship from the first minuets of the first meeting
• Help clients uncover & reveal inspirational visions for their lives that bring vitality & vigor to their finances
• Address key obstacles to attainment of long-desired goals
• Integrate the life vision with practical financial strategies
• Overcome resistance to plan execution
• Build deeper longer-lasting relationships with clients
• Enjoy a more stable flow of income
• Attract a larger share of clients’ assets
• Receive stronger, warmer referrals
• Create a richer, more satisfying life for yourself

The Client Relationship Dividend: Financial Planning meets Life Planning

Inspirational session on the profitability of using the client centered highly structured interview process known as Life Planning.  To the client, it is an exciting, moving, often exhilarating process often described as 'the conversation of a lifetime' leading them to pursue their lives of greatest meaning and value.  But to the adviser and their firm this is a highly structured interview process with measurable deliverables at the end of each phase that can be embedded in software, trained, scaled and sold. The father of Life Planning, George Kinder will describe the value of integrating an empathy and inspiration advice model throughout the firm.  He will share from his experience of working with a variety of different size firms in Europe as well as North America. His model of the EVOKE® Client Interview Process is a valuable framework for professionals that embeds trust into the client adviser relationship while increasing profitability for the firm.

Financial Planning meets Life Planning
Presented by the Life Planning Network

George Kinder has been a transformative voice in the financial planning field. Kinder's holistic approach provides a life planning context to traditional financial planning, focusing on our relationship with money. His model the EVOKE® Client Interview Process and the Seven Stages of Money Maturity is a valuable framework for professionals from any discipline who want to incorporate a holistic and integrative approach to their work.