Mind Mapping Your Way to More Effective Client Relationships

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Industry experts agree that financial advisors have many new challenges that they will face in 2017 and beyond. We are told that the key to overcoming these obstacles is offering investors high-touch, customized financial guidance. Changing to a model of customized financial solutions is sound advice; however, most advisors are already overwhelmed by recent market fluctuations, demanding clients, filling their pipeline with prospects and trying to balance work and family life. How can a busy advisor shift to this higher service level using a proven system that does not add tremendous amounts of work to their already full plate? The answer is mind mapping.

Stacy Francis

CFP®, CDFA®, CES

Stacy is President and CEO of Francis Financial in New York City. She attended the NYU Center for Finance, Law and Taxation, and has almost 20 years of experience in the financial industry. She also founded Savvy Ladies™, a nonprofit organization that educates and empowers women to take control of their finances.

For the full study, visit: francisfinancial.com/wp-content/uploads/2017/08/Francis-Financial_WhitePaper_Digital.pdf

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