Mike and Dante attend the Advanced Life Planning Course
In May Mike and Dante spend 5 days on the astounding and life changing Kinder Institutes Advanced Life Planning Course. The course was led by George Kinder and Louis Vollebregt who were both inspiring.
The course was an intense experience where a small group of 8 highly qualified advisers were trained to conduct life planning and practiced the whole week with a partner on the course. Each person came away with their own life plan: afterall you cannot get clients to plan if you have not done the same.
The purpose of the Advanced Life Planning Residential Intensive Training is to teach and train financial planners in the EVOKE® methodology and process that deepen and extend the financial planning relationship into one that integrates core life values and goals into the comprehensive financial plan, integrating these values and goals with financial or money goals.
Partnering with another financial adviser, participants switch roles back and forth, with each acting as both client and advisor for each phase of the professional Life Planning process. Extensive work is done on accessing deeply-held personal goals and aspirations for a life worth living. Goals are identified, sorted, time-lined and assessed for potential obstacles and financial implications. Adviser and client collaborate on both the articulation of a life vision and the obstacles that may arise. Scenarios are developed to further the goals and address the obstacles. Working together, client and advisor arrive at a proposed "life plan" which is then integrated with financial strategies. No investment advice is given, only planning functions are addressed.
Advisers learn and practice professional relationship skills, including effective listening and communication skills, empathic mirroring, facilitating motivation and enthusiasm, dealing with emotional pain and resistance, and coaching skills for execution. Advisers also learn how to recognise their own emotional responses to client issues, and how to set those aside to avoid unduly influencing clients.
Upon completing the residential training, both Mike and Dante have elected to continue their training as they begin to integrate what they have learned into their practice by participating in the Mentorship
program. It is a six-month program involving bi-weekly online case seminars for the whole training group, to discuss individual experiences with clients; email correspondence with a mentor; and a monthly one-hour group teleconference. Upon completing the Mentorship, both will become Registered Life Planners of the Kinder Institute, and will be featured on the Kinder Institutefs web site as such.Kinder Institute founder, George Kinder CFP®, RLP®, is the father of the global financial Life Planning movement and the recipient of numerous awards for leadership in the financial planning industry.He is the author of three books, most notably The Seven Stages of Money Maturity and Lighting the Torch: The Kinder Method of Life Planning.
If you want to find out more about Financial Life Planning and how it can transform your life please contact Mike or Dante.To find out more about George Kinder please click here.
