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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.
Notes de l'éditeur
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
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