Webinars

 Financial advisor Rob O’Dell and his partners started an RIA two years ago and is  now managing $111 million. They credit much of their success to the firm’s  use of mind maps.

Mindmaps help advisors communicate complicated ideas to clients simply. They allow clients to better understand how the details of their financial lives are organized. At this webinar, you will learn:

     • How to use mindmaps to explain financial plans
     • How mindmapping aggregates client data
     • What aspects of mindmaps impress clients
     • How to become more efficient by using mindmaps

Presenter Robert K. O’Dell is Principal and co-founder of Wheaton Wealth Partners where he has helped shape the Wheaton Wealth Partner’s Planning Process. Previously, he developed the financial planning arm for LVM Capital Management.  A CFP since 1994, Rob is also active in post-prison ministries, helping ex-offenders make a successful transition into society.