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All The Right Stuff

October 20, 2011 

 

going in circles 

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

The Power of Simple

by Gary Klaben

The KISS Principle says it all - Keep It Simple Stupid. We used this during my time in the military and try to follow this tried and true methodology now.

 

One of the great tools available to help make the complex clear are mind maps. The example in the video is a client with a large estate with businesses, real estate and portfolio assets. We have been working on this estate for the better part of this year with other advisors and family members. During past meetings everyone seems to be on a different page. Meetings end in partial understanding and some level of confusion. Last week we presented the estate plan in a very simple mind map format that was understood by all in 15 minutes! This is a great tool.  Check out the Video!

Check out what Advisors &  Administrators are saying about the Mind Map Illustrator™ Workshop and sign-up!   

Protinus Workshop Testimonials
Protinus Workshop Testimonials
 Now taking reservations for 2012 
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

 

View our profile on LinkedIn  View our videos on YouTube  Visit our blog 

In This Issue
The Power of Simple
Check out what Advisors are saying
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