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Client Discovery with Mind Maps

Date: 26 May 2020 11:30-12:30 (Eastern Time)
Duration: 60 mins
In this webinar Russ 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”

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About the presenter

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

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