All The Right Stuff

September 9, 2011 

 

 

Protinus is an intellectual property company providing custom service offerings that help financial advisors deliver deep support to their clients.

Push or Pull? An Advisor's Dilemma

by Gary Klaben 

 

Today, a book review. It's Design Driven Innovation by Roberto Verganti. For the first 100 pages, I just didn't get it. It was interesting but I just couldn't quite get what the author was trying to say.

Back in the 1980s financial advisors were all about pushing product. Then we began pushing fees. In the past decade it has been about pull marketing. Clients love what we have to offer with great relationship and great value added services. Robert Verganti comes along and promotes a new stage of design driven technology or innovation push.

Read More...at my blog

  Design Driven Innovation

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Mind Map "X" Factor Recorded Webinar

 

Did you miss our last webinar, The Mind Map "X" Factor? This webinar will provide insight to what The Mind Map Illustrator™ is all about and prepare you for a workshop.  Check it out!

Mind Map Illustrator™ Upcoming Workshops

Oct 12 and Nov 15 in Chicago    

 

For details on the workshop click here.   

  

Know anyone that could benefit from Mind Mapping?

 

We hope that you will take advantage of this opportunity and we look forward to working with you.

 

Gary Klaben, President

Protinus

 

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In This Issue
Do You Know Where You Are Going?
Mind Map "X" Factor Recorded Webinar
Upcoming Workshops
Quick Links

 

What they are saying about the workshop! 

 

 

"I think it is absolutely essential to dedicate a day like this to internalize, to see all the possibilities of applications."

 

~Doug

 

"I really liked the conversation of making everything client centered!  This workshop helped me to think about it."

 

~Sherry

 

What they are saying back at the office!

 

  

"It was amazing. They really, really loved it. They were so engaged."

 

~Susan

 

"It couldn't have gone any more perfect. Client and attorney were very impressed - definite WOW factor!"

 

~Joan