Client Investment Advice Record: MindManager mind map template

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MindManager Map added Mon, Nov 4, 2013
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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 Record is produced in consultation with our clients and not only provides us with a record of our initial discussions and decisions, it also becomes a 'living document' which we use to record future discussions and decisions.

Created using: MindManager

Category: Library > Parent > Child

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Client Investment Advice Record

Client Investment Advice Record

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