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Financial Planning Mind Maps

Mind Maps Webinars About
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
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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MindGenius
Personal and Financial Records Mindmap
How many times have you searched for a reciept, insurance policy, credit card statement or tax form? How many times have you wasted time and energy t…
cbrown 22/07/2008 00:58:40
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MindManager
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
The Anatomy of Estate Planning
This is a Mind Map representation of an Estate Planning article written by Tiny Carrol of Glacier by Sanlam in South Africa. The Map provides a paint-…
peterstrydom 30/09/2011 15:35:44
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MindManager
My Wealth Plan
Everyone needs a strategy to build wealth - especially with the pensions crisis and the instability of the Stock Market. This year, I've moved in…
entertrainer 27/05/2014 10:05:47
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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 Investment Advice Record
At Enhance IFA Solutions we have embraced the use of Mind Maps as a visual tool which we use in our Client Advice Processes. The Investment Advice Re…
peterstrydom 04/11/2013 12:59:18
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MindManager
Financial Planning with Mind Maps
Financial planning by its nature is heavily process dependent. It requires tracking a large quantity of details, with “if-then” decisions. Mind mapp…
Joel A. Larsen
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
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 is a fantastic tool for organising and managing your financial plans. This content Collection contains some nice mind map templates and examples, as well as PRO webinars showcasing how mind mapping has helped people in financial roles.
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