XYPN-Exclusive EVOKE® Life Planning Training
Experience first-hand the power of Life Planning to create breakthrough results for yourself and your clients. Learn the 5-phase EVOKE® methodology that empowers clients to discover lives of profound meaning and deliver them in short order. Using a structured interview process, advisors learn how to uncover their clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture. Advisors pair up and develop life plans for each other by practicing our trademark conversation framework and receiving personal coaching after each exercise. During the training, time is spent on basic client interviewing principles, the dynamics of working with couples, and conflict resolution.
This training gives you the practical skills to implement Life Planning into your practice.
- This training is almost entirely experiential. At least one trainer for every 4-5 attendees.
- Participants receive guidance on integrating the life vision with practical financial strategies and overcoming resistance to plan execution.
- Participants develop professional relationship skills, including listening and communication techniques.
