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Client Discovery with Mind Maps
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Financial advisor Russ Thornton shows how he uses mind maps to facilitate deep, exploratory client discovery conversations that lead to better underst…
biggerplate2020-05-25
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Financial Mapping with Clients
318
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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 through…
biggerplate2022-07-28
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