Financial Planning Firm Secures New Clients Thanks to MindGenius
For many clients, financial planning can be a dry subject. But when Coyle Financial Counsel opens up a fresh MindGenius map in meetings, everything changes.
By using the software, the firm’s financial planners are able to provide a more engaging experience. Clients can now more easily understand their financial situation and see their information grow visually before their eyes. MindGenius brings clarity to complex information during a very transparent process for clients.
In fact, mind mapping and MindGenius have become so vital to the firm that, as Robert K. O’Dell, co-founder of Coyle Financial Counsel, pointed out: “Without this process, we wouldn’t be in business today.”