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Financial Mapping with Clients
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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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Client Discovery with Mind Maps
532
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In this session, Russ Thornton, a financial advisor based in Atlanta, shares how he uses mind mapping in client discovery to create deeper, more meani…
biggerplate2020-05-25
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