How to WOW Your Clients with Mind Maps with Gary Klaben, USMA ‘79

Mar 7, 2018 | USMA

“West Point really helped me get good solid habits to execute and get things done.  Getting out into the entrepreneurial world and trying out my entrepreneurial wings helped me to become more creative and go after things.  I felt like I could make a difference in people’s lives around money.” -Gary Klaben, USMA ’79

Gary Klaben (USMA ’79) is the President of Coyle Financial Council, an innovative wealth management firm that uses mind maps to help clients gain clarity on their finances.  Gary is the author of Changing the Conversation, The Wealth Sanctuary and co-author of The Business Battlefield. He’s also a coach at Strategic Coach, the #1 business coaching program in the world for entrepreneurs.

In this episode, Gary and I discuss:

  • His patented process for using mind maps to simplify and visually communicate wealth strategies for his clients
  • His path into financial services and growing his company to $1B under management
  • Mind mapping software and tools that can help you create powerful mind maps

Resources mentioned in this episode:

Connect with Gary Klaben:

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Special thanks to Gary for joining me this week.  Until next time!

-Scott Mackes, USNA ’01

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