A MODEL FOR UNDERSTANDING AND DEVELOPING CLIENT RELATIONSHIPS AND ONE’S OWN RELATIONSHIP TO MONEY
This workshop trains advisers to improve their listening, relationship, and inspirational skills. It teaches a psychology of money that models integrity and delivers freedom. It makes clear what a life plan is versus just a financial plan. Learn:
- How to examine beliefs about money that disrupt the advisory process—and what to do about it.
- To recognize the human dimensions of money such as self-sabotaging behavior, inappropriate risk-taking, lack of interest in executing a plan, and goal confusion—and how to address them.
- How to use George Kinder’s famous “Three Questions” methodology to connect to clients’ deeper goals—even those that may be closely guarded.
- How to inspire clients to action toward their most profound goals and establish broader and deeper relationships with your clients.
- How to integrate life goals with financial realities.
This workshop includes nearly a dozen experiential exercises, written exercises you can use with clients, and an introduction to the 5-stage EVOKE® client interview process that is more fully elaborated in our EVOKE® Life Planning Training.