EVOKE® Refresher Package

This course was specifically designed to re-engage Registered Life Planners who haven’t been using their EVOKE skills consistently. Increase your confidence and proficiency as a life planner by reconnecting with the course material, your life planning colleagues, and your own torch. The EVOKE Refresher is a series of four, distinct day-long courses spread out over the year instead of one intensive week. The program starts with a one-day review of the EVOKE methodology, its basis in deep listening, and ways to implement it in your practice. The next three seminars dive into each of the three initial meetings: Exploration, Vision, and Obstacles. Take one course or the whole series! 

Under the guidance of Master Trainer Louis Vollebregt, immerse yourself in the life planning philosophy and process that delivers transformative results for your clients and in your own life. With a clear structure, featuring experiential partner exercises, and group discussions, you will benefit from the knowledge of other participants already familiar with the methodology and are interested in deepening their skills.

This series is for you if:

• RLP that hasn’t kept up with applying Life Planning skills in your practice
• Unable to immediately implement the Life Planning method in your practice after taking the course
• Experienced a huge life or career change since going through your initial EVOKE training and want to apply the skills to your new situation
• Feel like your knowledge of EVOKE might be dated
• Interested in pursuing the RLP, but forget the details of your EVOKE training and don’t have the time to go through an intensive 4- or 5- day course again
• Retired from financial planning and want to have your torch relit
• Retired from financial services and consider Life Planning as a potential third act