Copernicus Radio Interview
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Background
Gary Klaben explains 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.
Author Gary Klaben heads Coyle Financial Counsel, an investment advisory firm located in Glenview, Illinois, near Chicago. In addition, he 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 other high-net-worth families. Since 2000, he has written a quarterly newsletter on 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 delivered conference keynote and 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. Gary has recently written a book, Changing the Conversation, a call to action for individuals, for families, for clients, for financial advisors -- for anyone who cares about the long-term future. The book is available to order from Amazon, Barnes & Noble and Borders.
Author Gary Klaben heads Coyle Financial Counsel, an investment advisory firm located in Glenview, Illinois, near Chicago. In addition, he 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 other high-net-worth families. Since 2000, he has written a quarterly newsletter on 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 delivered conference keynote and 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. Gary has recently written a book, Changing the Conversation, a call to action for individuals, for families, for clients, for financial advisors -- for anyone who cares about the long-term future. The book is available to order from Amazon, Barnes & Noble and Borders.
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