How to Begin a Life Planning Conversation

Great financial advice starts with and is built on a foundation of incredible listening.

In this POWER Webinar, learn from George Kinder, the Father of Life Planning, how to develop authentic and trustworthy relationships with your clients. Joined by practitioner Nigel Barker-Smith, RLP®, George will share the framework and key skills used by life planners globally to efficiently and effectively ensure that a client’s resources are completely aligned with their life’s ambition.

Get your clients completely engaged in the work you are doing together and start delivering them into their dreams of freedom.

George and Nigel will talk for 40 minutes, leaving time for you to ask your own questions.

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.