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Deepening Client Relationships
with Life Planning

Register Here 

Dear {{First Name}},

Join “the father of the Life Planning movement,” George Kinder, CFP®, on Wednesday, May 15 at 12:00 p.m., E.T. for this complimentary webcast for financial professionals. 

If you learn one thing that will change the course of how you engage with clients, it will pay for itself over and over.

Authentic relationships are the key to healthy and thriving lives and businesses, and Life Planning is the new paradigm. During this one-hour webcast, you’ll discover:

  • How to enhance your earnings by learning how to develop a deeper relationship with your clients.
  • Listening skills and goal exercises from the Seven Stages of Money Maturity workshop.
  • The EVOKE® method, a paradigm-shifting technology that allows you to uncover your clients’ most meaningful, exciting and fulfilling aspirations.

  • How Life Planning makes your practice richly fulfilling.

  • How to integrate a client’s life and legacy vision with practical financial strategies.

  • Deeper, longer-lasting relationships with your clients.

Enhance your client relationships and earn 1.0 CFP credit. 

Secure your participation as "seats" are limited.  Register now.

Sincerely,

Your Friends at WealthCounsel

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George Kinder, CFP®



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