Life Planning For You Adviser Site
A new website that enables Kinder trained advisers and their clients to work virtually when doing the EVOKE® process! More details below.
The site is a planner tool that enables you to:
- Create an account for your clients and assign them EVOKE® exercises via the virtual dashboard tool. Your clients have a personalized and secure login experience for their EVOKE® work.
- Monitor their progress in completing the work and have access to their EVOKE exercises as they go.
- Review their work on line and/or download a PDF to print, archive or email.
- Print copies of their EVOKE work for your next meeting or work virtually with your client online.
- Manage all your Life Planning clients from one central portal that you can access online from anywhere.
- The site can be branded with your company logo, contact info and disclaimer so that your clients experience the continuity of your company’s brand.
- Exercises on the dashboard can be customized to fit your firm’s process for doing EVOKE® with clients and assigned when you choose
- Additional customization can be done with the site. Please ask for more info.
For more info and pricing please contact info@kinderinstitute.com
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Webinar: George Kinder: Attract Clients with Life Planning on the Web
Can you do Life Planning on the web as well as an in-person interview? What are the essential elements of a web-based Life Planning service? What is essential for the intimate, personal process of Life Planning to be delivered and how could it be approached through a computerized process? You will learn:
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