How An RIA Garnered $110 Million AUM In Two Years Using Mindmaps

Robert K. O'Dell
07/27/12 4 PM EST
3.1
Average Attendee Rating
Poor Average Excellent

 Financial advisor Rob O’Dell and his partners started an RIA two years ago and is  now managing $111 million. They credit much of their success to the firm’s  use of mind maps.

Mindmaps help advisors communicate complicated ideas to clients simply. They allow clients to better understand how the details of their financial lives are organized. At this webinar, you will learn:

     • How to use mindmaps to explain financial plans
     • How mindmapping aggregates client data
     • What aspects of mindmaps impress clients
     • How to become more efficient by using mindmaps

Presenter Robert K. O’Dell is Principal and co-founder of Wheaton Wealth Partners where he has helped shape the Wheaton Wealth Partner’s Planning Process. Previously, he developed the financial planning arm for LVM Capital Management.  A CFP since 1994, Rob is also active in post-prison ministries, helping ex-offenders make a successful transition into society.  

 

 


User reviews

56 reviews

 
(33)
 
(19)
 
(4)
2 stars
 
(0)
1 star
 
(0)
Rating 
 
 
3.1  (56)
Already have an account? or Create an account
View all reviews View most helpful
(Updated: July 26, 2012)
Rating 
 
 
5.0

We just starting using MindJet, so it was great to see how Rob and his firm attacked specific areas. Rob confirmed my thoughts that Mind Mapping can be used effectively in the marketing process.

Was this review helpful to you? 
(Updated: July 26, 2012)
Rating 
 
 
5.0

Very good. Thank you Andy to continue to bring newer way to do business for RIA's.

Was this review helpful to you? 
(Updated: July 26, 2012)
Rating 
 
 
5.0

This was a great presentation. I'd been kicking around several ideas on how to make my client meetings more interactive. Robert shares some great ideas. Thanks.

Was this review helpful to you? 
(Updated: July 26, 2012)
Rating 
 
 
5.0

Terrific

Was this review helpful to you? 
(Updated: July 26, 2012)
Rating 
 
 
5.0

really nice application of mid mapping. works well with financial planning. not totally convinced that it will lead to better decision making overall, but clearly demonstrates a better planning method than the traditional legal pad and pen. Clients will definitely like it.

Was this review helpful to you? 
View all user reviews