Find A Financial Life Planner
The Seven Stages
of
Money Maturity® Workshop
A New Model for Understanding and Developing Client Relationships
This Training provides 14 CEU's for CFP®'s
Money--The Last Taboo
People will discuss their work, their kids, their parents. They’ll even disclose problems they may be having in their marriages or with their health. But rarely do they talk about the one thing we all have in common—MONEY. It’s what supports all of us. Yet, it’s the last great taboo. How many of us have hesitated to talk about financial issues with our own spouse? Even when a client talks with a financial advisor, they often don’t dare to articulate what they really want to get out of life and how they would like their money to support them. Why?
In The Seven Stages of Money Maturity® 2-day workshop we train financial advisors to explore this unexamined territory. Where do beliefs about money come from? Why do clients keep them so private? Why are they so persistent even when they are painfully counter-productive? How can advisors sensitively and professionally help clients bring to the surface their closely-guarded dreams and aspirations?
The Future is Life Planning
We think that developing this kind of client relationship skill—what we call financial Life Planning—is the future of the advisory profession. And this workshop is the first step toward developing a completely fresh approach to engaging clients, one that focuses first on the person, not their portfolio. Of course, we need to develop solid financial strategies for our clients. But first, we must understand what the money is for. If we truly connect to a client’s deepest dreams and aspirations and can fashion plans in their service, we will earn clients for life.
Using the insights of George Kinder’s renowned book by the same name, participants in the Seven Stages workshop will:
- Learn how unexamined beliefs about money disrupt the financial planning process---and what to do about it
- Gain experience recognizing the human dimensions of money management such as self-sabotaging behavior, inappropriate risk-taking, lack of interest in executing a plan, and goal confusion.
- Practice using our renowned “Three Questions” methodology to thoughtfully and professionally reveal clients’ deeper goals—even those that may be closely guarded.
- Learn and practice the three interpersonal skill sets essential to engaging clients at a deeper level: active listening, empathy, and inspiration
Understand how to integrate life goals with financial realities
The workshop includes nearly a dozen experiential exercises, practice with three key written exercises you can use with clients, and a 3 hour practical introduction to the 5-stage EVOKE® client interview process that is more fully elaborated in our 5-day Advanced Training.
Eligible for 14 CEU's for CFP®'s
