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Biggerplate Connect: Financial Planning with Mind Maps

Mind Maps Webinars About
Financial Planning
Template to help financial advisors create an extensive financial plan for their client and explore the client’s current financial situation, where th…
mindgenius 13/01/2013 13:35:04
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MindGenius
THE FIRM AND THE FINANCIAL MANAGER
Mindmap of the first chapter from the McGraw Hill Fundamentals of Corporate Finance textbook. The chapter discusses the types of firms, and the fina…
ndarvishev 22/07/2012 11:09:01
4361
112
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MindManager
Client Financial Planning
Template to help with the financial planning for a client covering various aspects of personal finance.
mindgenius 06/06/2012 16:40:37
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447
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MindGenius
Family Financial Planning
Template to help with the financial planning of a family covering various aspects of personal finance.
mindgenius 07/06/2012 11:04:10
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MindGenius
Client Journey - Providing Advice
Used to explain the advice process to clients of a financial advice practice
davidchubb 10/09/2014 13:59:29
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35
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MindManager
Prepare financially for parenthood
Having a baby needs amongst other things, financial planning. This mind map lists the possible financial hurdles that could come up and ways to prepar…
ymsabnis 09/02/2016 10:41:47
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iMindMap
4 Quadrant Approach to Financial Planning
Developed by Wheaton Wealth Management, this template focuses on the 4 Quadrants of Financial Life, “Family Matters,” “Legacy Preservation,” “Planning…
mindgenius 13/01/2013 10:28:02
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MindGenius
Client Advice Process
This is a Mind Map representation of the accepted steps to be taken in providing sound financial planning advice to clients in South Africa. Please…
peterstrydom 30/09/2011 15:44:15
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MindManager
Step by Step Investment Planning
This Mind Map will give you an idea of the functionality of a Step by Step Retirement & Investment Planning Tool which we have recently developed.…
peterstrydom 22/09/2014 15:45:05
3477
125
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MindManager
5 Keys to Wealth and Happiness
This mindmap highlights the 5 Keys to Wealth and Happiness. As I look back over my life, I can honestly say that these 5 keys have been essential t…
cbrown 13/01/2010 01:37:40
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MindManager
Mind Mapping the Future of Financial Advice Engagement
H. Adam Holt, CFP will share how he used influences of mind mapping to help millions of people explore, understand and communicate complexities in the…
Adam Holt
Financial Advising with Mind Maps
Yogin will share how he and his advisors use mind maps to present Financial Plans and overall communicate with clients in an interesting and engaging …
Yogin Sabnis
Mind Maps in Financial Planning Practice
Joel Larsen will share how he has been using mind mapping to analyse, plan and communicate the many facets of financial planning and advising in his N…
Joel A. Larsen
Client Discovery with Mind Maps
In this webinar, financial advisor Russ Thornton will share how he uses mind maps to facilitate deep, exploratory client discovery conversations that …
Russ Thornton
Mind Mapping with Clients
Wealth care is not an event, it is a process. Russ Thornton will share how he uses mind maps to identify priorities (which can and will change through…
Russ Thornton
Explore financial planning and how experts are using mind maps in the financial world in this collection.
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