Client Engagement for Financial Advisors
A handbook for the modern wealth professional
Showing posts with label
Mind Maps
.
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Showing posts with label
Mind Maps
.
Show all posts
Saturday, 6 April 2013
Using mind maps in financial services
Here's a video that PCE recorded on a really effective technique to engage clients.
http://m.youtube.com/watch?feature=plcp&v=pRtvpgbaI0I
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