The Mind Map "X" Factor

Learn to use mind maps to accelerate learning and understanding, which leads to clear communication and effective decision making. You can use mind maps as the primary structure for illustrating a client's overall financial, estate, tax and investment picture; as an effective tool for educating staff and creating greater efficiencies for all back office processes; and for demonstrating to other planners the tasks, structure, relatedness and workflow necessary to execute a plan, a transaction or complex estate and financial offerings.

Gary Klaben heads Protinus, an intellectual property firm that helps financial advisors deliver deep support to their clients. He is also president of Coyle Asset Management, a financial consulting and investment advisory services company.

Over the past quarter-century, Gary has provided high-touch holistic financial services to business owners and high-net-worth families. He recently completed his first book, Changing the Conversation, which embodies the important non-financial issues facing his clients and their families. He has conducted dozens of seminars, workshops and webinars on various business subjects, and has participated in panel talks regarding financial services.

A 1979 West Point graduate and former infantry officer, Gary received his Chartered Financial Consultant (ChFC) designation in 1989 and Master of Science in Financial Services (MSFS) in 1995. He works in Glenview, Illinois, and resides in southeastern Wisconsin.