How To Begin A Life Planning Conversation 2022 | Personal Finance Society | 23 March 2022 | Webinar
Venue
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| Event Date | Wed Mar 23 EDT (over 2 years ago) |
| Location | Webinar |
| Region | All |
Details
Great financial advice starts with and is built on a foundation of incredible listening.
Get your clients completely engaged in the work you are doing together and start delivering them into their dreams of freedom.
Learning Outcomes
• Identify the three phases of initial client meetings that develop relationships of trust.
• Explain how to help clients move from trust to inspired action on their financial plan.
• Describe the inner listening mindfulness skills required for mastery of all client listening skills.
• Understand why the ability to hold these conversations with your clients is so impactful, not just for your clients, but for your own life and the role you can play in society.
Speakers
2022 Speakers
George Kinder
Founder & President, Kinder Institute of Life Planning
Nigel Barker-Smith
Director & Financial Life Planner, NBS Financial Planning Ltd