At a recent webinar on A4A, I spoke about how I’ve been using mind maps to successfully launch my RIA, grow AUM, and benefit from stronger relationships with clients based on transparency. Here are answers to some of the questions posed by advisors attending the session:

A couple of recent “communication kerfuffles” have me thinking about how I could have handled the situations differently and how lack of good communication can hamper a firm’s growth. By handling these situations differently, I wonder how I could or should have communicated or responded for additional clarification so the situations didn’t result in such an ambiguous state. When there is a lack of clarity of next steps or follow-up between the communicating parties, time is wasted as both parties often don’t move forward (or are able to move forward as quickly) on tasks, projects, or goals as a cohesive team.
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