Case Study: Coyle Financial Counsel attracts new clients with MindGenius

Financial Planning Firm Secures New Clients Thanks to MindGenius

Coyle Financial Counsel, a financial planning firm, needed a better way to help clients understand complex financial situations and to make client meetings more engaging and transparent. Using MindGenius mind mapping software, the team could visually capture and organize financial information during discussions.

MindGenius enabled Coyle Financial Counsel to create an “Insight Map” for gathering goals, values, and detailed financial data across family matters, legacy preservation, planning, and investments. The result was a clearer, more thorough advisory process that improved client engagement, helped generate new business, and became a key contributor to client acquisition, with Robert K. O’Dell noting that without the process, the firm would not be in business today.

Coyle Financial Counsel

Robert K. O’Dell

Co-Founder