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Social Media In Financial Services George Kinder

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  • Life Planning and Passive Investing: Increasing Trust and Profitability in the Client Delivery Process
  • Life Planning and Passive Investing: Increasing Trust and Profitability in the Client Delivery Process
  • Life Planning and Passive Investing: Increasing Trust and Profitability in the Client Delivery Process
  • Transcript

    • 1. Social Media and Life Planning January 2010 George Kinder CFP ® , RLP ® K INDER I NSTITUTE of L IFE P LANNING The leaders in training relationship skills for financial professionals This material was developed by George Kinder and the Kinder Institute of Life Planning. Used by permission of George Kinder © 2009 All rights reserved.
    • 2.
      • Part I
        • Life Planning - What is it?
      • Part II
        • Social Media and Life Planning
      K INDER I NSTITUTE of L IFE P LANNING The leaders in training relationship skills for financial professionals This material was developed by George Kinder and the Kinder Institute of Life Planning. Used by permission of George Kinder © 1999, 2009 All rights reserved.
    • 3. Life Planning What is it? Part I K INDER I NSTITUTE of L IFE P LANNING The leaders in training relationship skills for financial professionals This material was developed by George Kinder and the Kinder Institute of Life Planning. Used by permission of George Kinder © 2009 All rights reserved.
    • 4. EVOKE This material was developed by George Kinder and the Kinder Institute of Life Planning. Used by permission of George Kinder © 1999, 2009 All rights reserved.
    • 5. Question #1
      • I want you to imagine that you are financially secure, that you have enough money to take care of your needs now and in the future. The question is …h o w would you live your life? Would you change anything? Let yourself go. Don’t hold back on your dreams.
      • Describe a life that is complete, that is richly yours.
      K INDER I NSTITUTE of L IFE P LANNING The leaders in training relationship skills for financial professionals . 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, 2009
    • 6. Question #2
      • This time you visit your doctor who tells you that you have only 5 – 10 years left to live. The good part is that you won’t ever feel sick. The bad news is that you will have no notice of the moment of your death. What will you do in the time you have remaining to live?
      • Will you change your life and how will you do it?
      K INDER I NSTITUTE of L IFE P LANNING The leaders in training relationship skills for financial professionals 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, 2009
    • 7. Question #3
      • This time your doctor shocks you with the news that you have only one day left to live. Notice what feelings arise as you confront your very real mortality. Ask yourself:
          • What did I miss?
          • Who did I not get to be?
          • What did I not get to do?
      K INDER I NSTITUTE of L IFE P LANNING The leaders in training relationship skills for financial professionals 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, 2009
    • 8. Part II Social Media and Life Planning K INDER I NSTITUTE of L IFE P LANNING The leaders in training relationship skills for financial professionals This material was developed by George Kinder and the Kinder Institute of Life Planning. Used by permission of George Kinder © 1999, 2009 All rights reserved.
    • 9.
      • Marketing
        • Kinder Institute of Life Planning
        • IFAs
      K INDER I NSTITUTE of L IFE P LANNING The leaders in training relationship skills for financial professionals This material was developed by George Kinder and the Kinder Institute of Life Planning. Used by permission of George Kinder © 1999, 2009 All rights reserved.
    • 10.
      • Clients
        • Twitter
        • Facebook
        • LinkedIn
        • IFA Life
        • Other
      K INDER I NSTITUTE of L IFE P LANNING The leaders in training relationship skills for financial professionals This material was developed by George Kinder and the Kinder Institute of Life Planning. Used by permission of George Kinder © 1999, 2009 All rights reserved.
    • 11. The Kinder Institute of Life Planning www.kinderinstitute.com K INDER I NSTITUTE of L IFE P LANNING The leaders in training relationship skills for financial professionals This material was developed by George Kinder and the Kinder Institute of Life Planning. Used by permission of George Kinder © 2009 All rights reserved.