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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.

Advisor benefits:

Where else can you take a course to enhance your client relationships, your bottom line, AND get your own working Life Plan in the process? This is the perfect time to re-tool your practice.

  • Develop unbreakable bonds of trust with your clients
  • Increase closing ratios–fewer wasted opportunities
  • Get effortless referrals–even after the first meeting!
  • Build assets under management and planning revenue
  • Learn the most efficient way to do financial planning–by far

Register for this XYPN-Exclusive EVOKE® Online Training

Provides 10 CFP® CEUs.

Dates: TBD

Times: TBD

Location: TBD

XYPN-Member Special Pricing: TBD