Copernicus Radio

Mind Map “X” Factor About This Show How to use mind maps as the primary structure to illustrate a client's overall financial, estate, tax, investment and other important issues. Through the use of these mind maps "shadow work" is clearly visualized. As a result, advisors will be able to illustrate their work and be paid for their valuable services. How to use mind maps as an effective tool to educate staff and create greater efficiencies for all back office processes. Using mind maps to clearly illustrate to other professional advisors the tasks, structure, relatedness and work flow necessary to execute a plan, a transaction or complex estate and financial offerings. How to use mind maps to accelerate learning and understanding which leads to clear communication and effective decision making. About Our Guest Gary Klaben is president of Coyle Asset Management, a financial consulting and investment advisory services company. He also heads Protinus, an intellectual property firm that helps financial advisors deliver deep support to their clients. Over the past quarter-century, Gary has provided high-touch holistic financial services to business owners and high-net-worth families. He recently completed his first book, Changing the Conversation, which embodies the important non-financial issues facing his clients and their families. He has conducted dozens of seminars, workshops and webinars on various business subjects, and has participated in panel talks regarding financial services. A 1979 West Point graduate and former infantry officer, Gary received his Chartered Financial Consultant (ChFC) designation in 1989 and Master of Science in Financial Services (MSFS) in 1995. He works in Glenview, Illinois, and resides in southeastern Wisconsin.