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All The Right Stuff

October 10, 2011 

 

 

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

Information managers: Are you using the right tool for your job?

by Chuck Frey

Each profession has its own tailor-made tools that enable them to be productive and, in many cases, creative.

  • Engineers have CAD programs
  • Designers have illustration software
  • Salespeople have CRM software.

But what tools do information managers have to help them to be productive and creative? READ MORE >>>

Clarity Reigns Supreme

by Gary Klaben

 

The best way for a client to grasp something important is for them to experience a moment of clarity. It could be as simple as a written diagram or as long and involved as a 200 page financial plan.

 

Years ago a prospective client equated what we do to a gentleman who helped her pick out wall paper for her bathroom. She said he directed her to a half dozen choices out of 300 different offerings in the showroom after clearly understanding what she wanted. She appreciated how we helped her cut through all the complex products to a few appropriate choices. She loved the simplicity of it.

READ MORE >>>

Mind Map Illustrator™ Upcoming Workshops

Last Workshop for the Year - Don't miss it!

November 15th  in Chicago 

 

View 2012 Calendar and plan now!   

 

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
Information Managers
Clarity Reigns Supreme
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