Corporate Trainings will help build
- Client-advisor trust
- Client retention
- Scope of relationship and AUM
- Client execution of advisory recommendations
- New client referrals
- Value of business and business efficiency
Contact us today to get your staff trained in Life Planning 978-486-8053.
Registered Life Planner® Curriculum
- EVOKE® Training – the methodology for client engagement
- Seven Stages of Money Maturity® workshop
- 6-month online group case-study Mentorship
Our Life Planning curriculum is a comprehensive set of programs that gradually introduce advisors to the key skills needed to build trust with clients by listening carefully and responding appropriately to their expressed needs. Graduates of the curriculum earn the Registered Life Planner® designation—an internationally recognized symbol of Life Planning proficiency and the only such designation in the field.
Our approach to Life Planning, refined over 15 years, has demonstrated that Life Planning skills are indeed trainable but that the training regimen must be highly experiential to give financial advisors the confidence to shift long-held practice habits.
Financial professionals are naturally more comfortable in the role of subject experts on taxation, investment management, estate planning and the like. Effective Life Planning however requires a willingness to engage a client at an emotional level. What is more emotional after all than death, divorce, the transition from work to retirement, or the contemplation of legacy? Such engagement requires relationship skills that must be seen and practiced in a live format.
Sustaining the Learning
The RLP® Mentorship is a continuation of the deep learning of the EVOKE® Life Planning training through case studies, peer support, group teleconferences and one-on-one guidance from an experienced mentor. “Real-life, back-home” client situations and practice challenges are explored during the six-month interactive program.
This is the third and final step in achieving the Registered Life Planner® (RLP®) designation.
This critical part of the curriculum deepens insight, knowledge, and skills in applying EVOKE® and the Seven Stages framework to life planning clients.
Case Studies
- Each Mentee will present a real-life Life Planning Case they are working on.
- Each case will be carefully considered by mentees and mentors for guidance, clarity and direction for the best client experience possible.
Group Teleconferences
- Case Updates
- Practice Management integration
Peer Support (1:1)
- Share learning Experiences, insights, concerns and more
- Support and coach each other in the mentorship process
Individual mentee-mentor
(1:1) Conferences
One-on-One guidance from our expert mentors
Focuses on your specific needs and development
Keynote Addresses
Presentations for large gatherings on topics such as:
- Life Planning and the Future of Financial Planning
- Creating Client-Centric Organizations
- How to Cope with the Coming Changes in Financial Regulation
- From the Ashes–Why Financial Advice is Broken and How to Fix It.
Public and Custom Webinars
Introductory or topical one-hour on-line presentations about Life Planning and its applications. For interested managers, advisors, and support staff.
Thought Leadership
- Founder, George Kinder CFP®, RLP® , is the father of the Life Planning movement and the recipient of numerous awards for leadership in the financial planning industry. He is the author of many books including The Seven Stages of Money Maturity, Lighting the Torch: The Kinder Method of Life Planning, and Life Planning for You: How to Design & Deliver the Life of Your Dreams as well as dozens of articles.
- Concepts and trainings have been refined over many years based on feedback from thousands of participants.
Custom Programs
Do you have specific training requirements or need a major change in strategic direction? We have programs that deliver transformation in business models from product sales to service. And of course, we have the resources to design custom programs and create profound change in your organization—even on multiple continents.
Unique Capabilities
- Training advisors in Life Planning methods for over 15 years
- Large, experienced group of trainers
- Experience in training advisors serving high-net worth, as well as, middle income clients
- Familiar with practice management and implementation issues involved in this shift in
client focus. - A series of trainings allowing advisors to gradually deepen their knowledge and ability.
- The only organization with Life Planning training leading to a professional designation – the Registered Life Planner®.
- Ongoing post-training support including monthly newsletters, webinars Mastery workshops.
Contact us today to get your staff trained in Life Planning 978-486-8053