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Financial Mapping with Clients

49 Mins
Added: 2022-07-28
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Featured: MindMeister
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 throughout life), illustrate a series of choices to achieve those priorities and what price is needed to pay for the priorities. He will show how he tracks...
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 throughout life), illustrate a series of choices to achieve those priorities and what price is needed to pay for the priorities. He will show how he tracks the ongoing dialogue as life progresses. Featuring MindMeister.
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This video features MindMeister software. Visit MindMeister website.

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