Building a StrongerBusiness throughClient-Centered Advice

Presented by

George D. Kinder, CFP®, RLP®

President and Founder

The Kinder Institute of Life Planning

This material was developed by George Kinder and the Kinder Institute of Life Planning. It is part of a program of trainings

that lead to the Registered Life Plannerｮ designation. Used by permission of George Kinder ©1999.

TheThe 7 Stages 7 Stages of of Money MaturityMoney Maturity

This material was developed by George Kinder and the Kinder Institute of Life Planning. It is part of a program of trainings that lead to

the Registered Life Plannerｮ designation. Used by permission of George Kinder ©1999,.

EVOKE EVOKE

The Business Case for aThe Business Case for a

Financial Life Planning PracticeFinancial Life Planning Practice

• Most efficient way to do Financial Planning - by far!

• Clients for life

• Greater retention, fewer sales

• Higher percentage of assets under management AUM

• Advisor income stream automatic rather than constantly selling

• Closing ratios much higher

• Referrals after first meeting

• Transferable / Trainable/ Scalable / Saleable

• 4-5 times the sale value of commission-based practices (Mark Tibergian)

• Energized client, re-energized adviser

Save the Date Save the Date

$895$895 special price for Philly Tri-State FPA members

(over 30% off the $1,295 standard tuition)

Register at www.kinderinstitute.com/events

Refer to event flyer in handout for promotional code

7 Stages of Money Maturity7 Stages of Money Maturity

WorkshopWorkshop

July 15-16July 15-16

Philadelphia, PAPhiladelphia, PAwith Mary Zimmermanwith Mary Zimmerman

Based on the Best Selling book,

The Seven Stages of Money Maturity

Save the Date - July 15 & 16, 2010 The Union League, 140 South Broad St., Philadelphia, PA 19102$895 special member price for FPA of the Philly Tri-State Area

(Over 30% off the $1,295 standard tuition)Enter promotion code: FPAPhillyTri to receive this special price

Seven Stages of Money Maturity® WorkshopA new model for understanding and developing client relationships

www.KinderInstitute.com

Contact Kinder Institute for details.

Eva Brodzik, Director of Business Development 913-232-7506 Eva.Brodzik@KinderInstitute.com

Register:kinderinstitute.com/events

It’s the single most important question we can ask our clients, yet when it comes to financial planning, it’s often overlooked. But why? All of us have values that give our life its essential meaning. And financial advisors are uniquely placed to help clients re-connect to these core aspirations. They alone can craft plans to bring them to life.

But to do this confidently, you need the Kinder Institute’s tested method, used by hundreds of successful advisors worldwide. In the Seven Stages workshop you will learn:

How to use our famous “Three •Questions” methodology to sensitively and professionally connect to clients’ deeper goals—even those that may be closely guardedHow to integrate life goals with •financial realitiesHow unexamined beliefs about •money disrupt the financial planning process---and what to do about it

This is the future. Go beyond investment management. Financial Life Planning will differentiate you from the crowd and help build unbreakable trust with your clients.

Increase closing ratios—fewer wasted •opportunitiesGet effortless referrals—even after the first meeting!•Build AUM and planning revenue •Learn the most efficient way to do financial planning—by far •Live the life of your dreams and make that happen for your clients too!•Our advisors say this is the most satisfying and effective way of doing •financial planning—for advisors AND clients

What do you want to get out of life?

“Life Planning has been the key to a wholesale change in my business, my clients, my staff, and my family that has meant both more money and more personal satisfaction. I can’t recommend the Kinder trainings more highly.”

Adam Young, Managing Director

Dragonfly Planning

George D. Kinder 978-486-8053 www.kinderinstitute.com

George Kinder Internationally recognized as the father of the Life Planning

movement, the Harvard-educated Kinder is the Founder of the

Kinder Institute of Life Planning. He has been a practicing

financial planner and tax advisor for over 30 years.

His books, The Seven Stages of Money Maturity:

Understanding the Spirit and Value of Money in Your Life and

Lighting the Torch, The Kinder Method of Life Planning, are

considered by many to be the seminal works in the burgeoning

field of Life Planning.

The Kinder Institute trainings are recognized world-wide as the standard for trainings in client-advisor

relationship skills. The KI website www.kinderinstitute.com provides a listing for the general public of

nearly 1500 trained advisors on six continents. By the end of 2009 there will be close to 300

Registered Life Planners® fully trained and certified worldwide.

In addition to his trainings, Kinder has delivered keynote addresses at financial institutional conferences

on four continents, most recently the annual Pims Conference 2009 in the UK. He has been the keynote

speaker at the Institute of Financial Planning (IFP) and will deliver at the Personal Finance Society

(PFS) in London and the EFPA in Madrid this November. In 2005, Fidelity Investments sponsored a 7-

city UK tour, with Kinder as a keynote presenter. In the US, Charles Schwab, Smith Barney and the

Financial Planning Association, among many others, have invited him to speak at their national

conferences.

Kinder has appeared on many radio and television programs and has been profiled in a variety of

publications over the past decade, including The Wall Street Journal, the Financial Times, Citywire,

New Model Advisor, Money Marketing, IFA Life, Adviser Magazine, Time Magazine, International

Herald Tribune, Businessweek, Newsweek, The New York Times and Money Magazine.

Winner of numerous industry awards, in 2006 Kinder won the first-ever "Heart of Financial Planning

Distinguished Service Award" from the 30,000-member Financial Planning Association for his work as

an 'innovator and influencer' in the profession. He is frequently cited as “one of the most influential

people in financial services in America.” Lee Eisenberg, author of the best-selling The Number, devotes

20% of his book to Kinder and the Life Planning movement. He writes about him as “…a dynamic,

captivating presenter of ideas…dazzles a crowd.”

In 2007 Kinder released a new title, A Song for Hana & the Spirit of Lehoula, a love story told in lyric

prose and poetry with over 100 scans and photographs of a mile of the Hana, Hawaii coast. The book

represents Kinder’s life-long dream to create a work of beauty, spiritual depth, artistry and literary

quality.

Kinder currently spends several months per year in Europe and divides his time between his offices in

Massachusetts and Hawaii.