'Father of life planning' George Kinder will share insights and advice on how financial planners can help clients live their best lives
Press Release – updated: Sep 19, 2018 21:00 EDT
WILMINGTON, N.C., September 19, 2018 – The Alliance of Comprehensive Planners (ACP), a community of tax-focused financial planners who provide comprehensive planning strategies for their clients on a fee-only retainer basis, and the Kinder Institute of Life Planning, an organization that provides workshops, intensive trainings and consulting services to financial advisors worldwide, have announced a special webcast:
A Conversation with George Kinder
Presented by the Alliance of Comprehensive Planners (ACP)
Life Planning can reliably deliver the most exhilarating, pragmatic and meaningful financial planning meetings for your clients. In my presentations at the ACP Conference, I'll discuss Life Planning's five-phase EVOKE® process and how its roots in mindfulness and listening skills reveal clients' dreams of freedom and then deliver them. Through lecture and experiential exercise, we will consider the inner listening/mindfulness skills required for mastery of client conversations and the significance of great listening in successful client engagement.
George Kinder, Founder
Kinder Institute of Life Planning
Thursday, Sept. 27, 1 p.m. EDT
Kinder, along with ACP President-Elect and Registered Life Planner® Frankie Corrado, CFP® (Blue Blaze Financial Advisors, Holmdel, New Jersey), will explore:
How to bring one's authentic self to client meetings
How advisors can help their clients live their best lives
What life planning brings to a comprehensive financial planning practice
How implementing this philosophy improves the advisor/client experience
How to incorporate the Kinder philosophy into the practice
The webcast is free to attend but financial professionals must register in advance, as space is limited: https://attendee.gotowebinar.com/register/5035230385605836812.
THE GOLD STANDARD FOR ADVISOR-CLIENT RELATIONSHIP SKILLS
Book author and speaker/trainer George Kinder, founder of the Kinder Institute of Life Planning, has been named “one of the 35 most influential people in financial services,” “one of the top Icons & Innovators in the financial planning industry,” “the first of 15 transformational advisors whose vision most changed the industry” and has been inducted into the Financial Planning Magazine Hall of Fame. His expertise has been featured in The Financial Times, New Model Adviser, Forbes, Time Magazine, FP Today, The Journal of Financial Planning, InvestmentNews and The New York Times, among many others.
Harvard-educated Kinder has revolutionized financial advice for more than 30 years, training over 3,000 professionals in 30 countries in the field of Life Planning, a method considered to be the gold standard for advisor-client relationship skills.
In addition to his new book A Golden Civilization (pre-orders available on Amazon October 2018), he has written three books on money: The Seven Stages of Money Maturity, Lighting the Torch and Life Planning for You; and one on mindfulness – Transforming Suffering into Wisdom; as well as a book of photography and poetry – A Song for Hana.
KINDER LEADING WORKSHOP, KEYNOTING AT ACP ANNUAL CONFERENCE
Kinder will also be keynoting at the ACP Annual Conference being held Nov. 7-9, 2018. in Miami. “Life Planning can reliably deliver the most exhilarating, pragmatic and meaningful financial planning meetings for your clients,” said Kinder. “In my presentations at the ACP Conference, I’ll discuss Life Planning’s five-phase EVOKE® process and how its roots in mindfulness and listening skills reveal clients’ dreams of freedom and then deliver them. Through lecture and experiential exercise, we will consider the inner listening/mindfulness skills required for mastery of client conversations and the significance of great listening in successful client engagement. I will identify the three phases of initial client meetings that develop relationships of trust and explain how to help clients move from trust to inspired action on their financial plan. I will close with themes of my new book A Golden Civilization and provide fresh approaches to economics and democracy, and the role financial planners will play.”
On Nov. 5 and 6, 2018, as a pre-conference option being offered the two days immediately preceding the ACP Annual Conference, Kinder will be leading his signature “Seven Stages of Money Maturity” workshop. “Advisors will learn how to improve their listening, relationship and inspirational skills. We will discuss the psychology of money and provide a model for understanding and developing client relationships as well as one’s own relationship to money,” Kinder said.
Being an ACP member is not required to participate in this special two-day Kinder workshop. Furthermore, anyone participating in the Kinder workshop may also stay to attend in the 2018 ACP Annual Conference at the ACP member rate. More information is available here: https://2018.acplanners.org/content/featured-speakers.
ABOUT THE ALLIANCE OF COMPREHENSIVE PLANNERS (ACP)
The Alliance of Comprehensive Planners (ACP) is a community of tax-focused financial planners who provide comprehensive planning strategies for their clients on a fee-only retainer basis. ACP members are required to maintain the CFP® or CPA/PFS (or equivalent) designation, complete ACP’s rigorous training program and meet some of the highest continuing education requirements in the industry. To learn more about this fiduciary network or to find a certified ACP member, visit www.ACPlanners.org.
Leesy Palmer or Marie Swift
Impact Communications Inc.
Source: Alliance of Comprehensive Planners (ACP)
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