#XYPNLIVE(ish) Post-Conference
Seven Stages of Money Maturity® 2-day Workshop with George Kinder

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 a three-hour introduction to the 5-stage EVOKE® client interview process that is more fully elaborated in our EVOKE® Life Planning Training.

Advisor benefits:

• Enhances the ability of the advisor to empathize with the client, building trust.
• Improves the ability of the advisor to inspire the client to action toward their goals and toward financial action.
• Access to mindfulness-based listening, empathy, and inspirational exercises for use with clients.
• Gives the advisor a philosophical and psychological framework to understand client behavior and enhance coaching skills.
• Increase closing ratios—fewer wasted opportunities.
• Get effortless referrals—even after the first meeting!
• Build assets under management and planning revenue from all your clients.

Download Seven Stages of Money Maturity white paper