Life Planning Mastery
Keep learning as you explore the nuances of life planning in sessions specifically geared toward advanced EVOKE® practitioners.
Description
Keep learning as you explore the nuances of life planning in sessions specifically geared toward advanced EVOKE® practitioners.
Life Planning Mastery is also offered online.
Feel more connected to the RLP community dedicated to building client-centered practices. Life Planning Mastery is a one-day seminar that connects you to Master Trainer Louis Vollebregt and to other RLPs who want to further enrich their knowledge of life planning in practice.
The EVOKE Life Planning method evolves to include the latest developments in behavioral science and the financial planning profession. This program highlights the latest teaching principles, lets you practice your life planning skills with colleagues, gives you opportunities for feedback from peers and trainers, and will reinvigorate your life planning practice. Each seminar can be adapted to the specific learning needs of those who register.
"Life Planning Mastery was an inspiring day and has reminded me how to help my clients live the life they want."
JAMES CRAW, RLP®
Financial Life Planner and Independent Financial Adviser, YOUR Financial Planning
Topics
Potential Course Topics
- Challenges with Facilitating the Life Planning Exercises
- Sharing New Insights or Methods of Implementation
- How to Market Life Planning
- Challenges Using Life Planning with the Ill, Aged, or Retired
- How to Deal with Difficult Obstacles
"Feeling refreshed and reinvigorated, as it's been a few years since completing the EVOKE training. It's always great to collaborate with others and take away a few new golden nuggets of knowledge and best practice."
KRIS AMLIWALA, DIPPFS, DIPFA, APFS, RLP®, MSC, BSC(HONS)
Chartered Financial Planner, Designer Wealth Management