Webinar: Client Discovery with Mind Maps

Already a member? Login

Date:: 25 May 2020 | 14:00

Duration: 60 mins

PRO Content

In this webinar, financial advisor Russ Thornton will share how he uses mind maps to facilitate deep, exploratory client discovery conversations that lead to better understanding of client needs and often “sells” the client on working with you without you having to do any “selling”. Featuring: MindMeister

Upgrade

Already a member? Login

Russ Thornton

Personal financial advisor focused on serving the needs of professional women (and their families) in their 50s and 60s as they prepare for and transition into retirement – or making work optional. Learn more at Wealthcare For Women

Link:

Software Courses

250+ Premium Videos

Live Virtual Events

Software Discounts

View Details

Upcoming Webinars:

Learn how mind mapping can help you plan and prepare for your ideal retirement! In this webinar, gu…

Speaker: Jim Franklin

Date 29 January 2025

View details

Mind mapping expert Chuck Frey will be sharing his thoughts on the key trends to look out for in the…

Speaker: Chuck Frey

Date 11 February 2025

View details

Client Discovery with Mind Maps

Related webinars

Speaker:

Share this webinar

Go Further with Mind Mapping: Upgrade to Biggerplate Plus!

Upcoming Webinars: