Tuesday, 24 September 2013 09:53
Kinder Institue to hold client engagement workshop in Dorset
The Kinder Institute, the life planning educational body, is to hold a five day workshop on client engagement in Dorset from 20 - 25 October.
The event will be eligible for 42 CPD hours, says the institute. Life planning, a style of Financial Planning, has many devotees among UK Financial Planners and IFP members.
The course is called Life Planning Practical Training—Applying the EVOKE® Methodology to Client Engagements. It's an "intensive workshop"and according to the insitute, set up by life planning guru George Kinder, is "quite simply the most powerful training in the world for building deep and inspiring client relationships."
The institute says that the course will help delegates take their practices into the future. One focus will be on why clients don't execute planners' recommendations. The course is limited to 14 people to ensure high quality learning, says the institute.
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Among the course aims for planners are to help them:
• Develop stronger bonds of trust with clients
• Increase closing ratios and waste fewer opportunities
• Get effortless referrals
• Build assets under management and planning revenue
• Learn the most efficient way to do Financial Planning
• Live a more satisfying life and make that happen for clients too.
Adam Young, managing director, Dragonfly Planning, said: "Life Planning has been the key to a wholesale change in my business, my clients, my staff, and my family that has meant both more money and more personal satisfaction."
The event will be eligible for 42 CPD hours, says the institute. Life planning, a style of Financial Planning, has many devotees among UK Financial Planners and IFP members.
The course is called Life Planning Practical Training—Applying the EVOKE® Methodology to Client Engagements. It's an "intensive workshop"and according to the insitute, set up by life planning guru George Kinder, is "quite simply the most powerful training in the world for building deep and inspiring client relationships."
The institute says that the course will help delegates take their practices into the future. One focus will be on why clients don't execute planners' recommendations. The course is limited to 14 people to ensure high quality learning, says the institute.
{desktop}{/desktop}{mobile}{/mobile}
Among the course aims for planners are to help them:
• Develop stronger bonds of trust with clients
• Increase closing ratios and waste fewer opportunities
• Get effortless referrals
• Build assets under management and planning revenue
• Learn the most efficient way to do Financial Planning
• Live a more satisfying life and make that happen for clients too.
Adam Young, managing director, Dragonfly Planning, said: "Life Planning has been the key to a wholesale change in my business, my clients, my staff, and my family that has meant both more money and more personal satisfaction."
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