Life Planning And The Financial Crisis

Life Planning And The Financial Crisis
George Kinder
Kinder Institute of Life Planning
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IMCA - 1 credit

How can you make your business less susceptible to market gyrations? Can the advice you give be more meaningful and fulfilling--not just to your clients but also for yourself?

George Kinder, perhaps the financial planning profession's best teacher, addresses these and other key issues advisors are facing. Kinder explains you how to create life plans for clients that address their family relationships, spiritual needs, and willingness to help others--enduring goals beyond the financial advice you provide.

Kinder gives a new perspective about how the planning profession is positioned in the minds of most investors, and uplifts you with ideas to touch their hearts. By applying Kinder's inspiring life planning ideas, you firm won't just do well, it will do good.

 

This webinar is approved for IMCA CE credit.


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118 reviews

 
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2.0  (118)
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(Updated: May 21, 2009)
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5.0

Very good.

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(Updated: May 21, 2009)
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3.0

This particular webinar had a distinct marketing flavor in my opinion, rather than an educational focus.

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(Updated: May 21, 2009)
Rating 
 
5.0

Provide a notice when you join the webinar, as to how you can enter your conference PIN ID. I forget to join the webinar first before dialing in, and since I don't have the pin I cannot ask questions.

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(Updated: May 21, 2009)
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4.0

Pretty darn good as it was, perhaps a bit more time for listener questions

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(Updated: May 21, 2009)
Rating 
 
4.0

Please stick to the time you say it's going to take and please have respect for the attendee's time commitment - other than that it is good. These tend to run over. And Andy, you seem to disappear at the end of every presentation before you finally come back on. The presenters end up repeatedly saying
"Andy, are you there? Andy are you there?" before you come back on after a moment of some uncomfortable silence before moving on the Q&A. Just something I've noticed recently. Maybe it's no big deal.

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