Tags: client communications | client service | document management system | honesty | mind maps | practice management

If you did not attend last Friday’s A4A webinar, you missed a great one. Rob O’Dell presented a new paradigm for managing an RIA practice. 

O’Dell possesses an innocence that’s uncontrived and compelling at once. He espouses total transparency with clients via mind maps. He shares literally all of his RIA’s work product with clients through mind maps as a way of communicating. That builds relationships based on trust.

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O’Dell is not the first advisor to use mind maps with clients. Others have come before him. I wrote about this communication medium years ago, long before I knew any advisors began using it successfully. But O’Dell wants to make it easy for other advisors to use mind maps to manage their practice. He sees that this is a new paradigm for financial advice professionals and wants to share it.

O’Dell’s webinar on mind mapping is free to A4A members. He begins writing a blog on A4A in a few days.

Please let me know if you think I’m crazy or if you agree that mind maps are a really big deal for advisors. 

Comments (1)

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I think this can not only help advisors in the planning process but also, more importantly, communicate with clients so they have a better understanding of all the moving parts the advisor is dealing with.

dwaterbury , August 09, 2012

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