By Antoinette Rodriguez, MBA
Have you ever procrastinated on writing your blog newsletter, recording team meeting notes, creating training materials for your staff or documenting business brainstorming ideas?
While it's innate human nature to put off projects that seem overwhelming, top advisors are excellent at project management. In our Financial Advisor marketing and business process consulting, we highly recommend that our clients use mind mapping. This is a visual documentation process that helps you free flow ideas similar to the way your brain organizes data. Done consistently, mind mapping can catapult your practice to the next million or multi-million dollar level.
Watch the video above to learn more.
Need advice on your Marketing Plan, business strategy, partnership issues or sales training to help your staff become better rainmakers? Contact Antoinette Rodriguez today for a complimentary consultation.