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Client Discovery with Mind Maps
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Client Discovery with Mind Maps

Date:: 25 May 2020 | 14:00
Duration: 60 mins
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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
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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: account management client discovery client manage customer management facilitation MindMeister new business sales Finance Financial Advisor Russ Thornton

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