Webinar: Client Discovery with Mind Maps

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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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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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Client Discovery with Mind Maps

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