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Social Media In Financial Services George Kinder

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Philip Calvert
Philip Calvert
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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.
[object Object],[object Object],[object Object],[object Object],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.
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.
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.
Question #1 ,[object Object],[object Object],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
Question #2 ,[object Object],[object Object],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
Question #3 ,[object Object],[object Object],[object Object],[object Object],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
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.
[object Object],[object Object],[object Object],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.
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],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.
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.

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Social Media In Financial Services George Kinder

  • 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.
  • 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.
  • 6.
  • 7.
  • 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.
  • 10.
  • 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.

Editor's Notes

  1. Life Planning and Passive Investing: Increasing Trust and Profitability in the Client Delivery Process
  2. Life Planning and Passive Investing: Increasing Trust and Profitability in the Client Delivery Process
  3. Life Planning and Passive Investing: Increasing Trust and Profitability in the Client Delivery Process