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Mind Mapping with Clients
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Mind Mapping with Clients

Date:: 28 July 2022 | 7.30 PDT, 10.30am EDT
Duration: 49 mins
PRO Content
Wealth care is not an event, it is a process. Russ Thornton will share how he uses mind maps to identify priorities (which can and will change throughout life), illustrate a series of choices to achieve those priorities and what price is needed to pay for the priorities. He will show how he tracks the ongoing dialogue as life progresses. Featuring MindMeister.
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Speaker:

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
Tags: clients finances Russ Thornton client discovery client planning financial financial advice financial advisor Financial planning MindMeister Money Money Management

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