This is especially true when they show it to the spouse, significant other, children, or friends. In many cases, these are referrals of persons whom your clients wouldn’t have suggested on their own initiative.Īnother benefit: your clients often think of more information to add when they review the map later. Before you know it, you’ve got a referral. Sometimes clients leave their maps out in plain sight. Mind maps are conversation starters in a way that plain text documents are not. “What’s really interesting is what happens after the client takes the map home,” says Bordelon. But there are other digital pens out there and you may find the Okidata model left in stock somewhere.
#Best mind mapping software for financial advisors plus
It’s satisfying for the client to get something to take away.īy the way, Bordelon uses an Okidata MC560 Plus Digital Two-Pen Solution purchased from Futureware in Omaha. Give the client the original copy of the map. Dock your pen to save the data on your computer.ĥ. After the meeting, you and the client sign the map to show that both of you agree on the information.Ĥ. Begin a general conversation and map it using your digital pen. Jaime’s firm has templates for topics such as new client, prospect, center of influence (financial advisorspeak for referral source), re-discovery meeting, asset allocation, next phase, and retirement distribution.Ģ. Take your digital pen to your client meeting, along with an appropriate template.
Here’s the five-step process Jaime suggests for your client meeting.ġ.
Five-step process for your client meeting I recently learned how Jaime Bordelon, executive assistant for an investment advisor, uses a digital pen, in addition to MindJet and SmartDraw software, to capture and share information collected in client meetings. After the meeting, using software to make your map more attractive and to manipulate the data will make you more effective with your clients. Using a digital pen in client meetings will spare you the inefficiencies of an old-fashioned pen or pencil as well as the awkwardness of struggling with complex mapping software in front of your client.
Technology can boost your effectiveness when you use mind mapping with your clients.
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