Upgrade to Biggerplate PRO to access this content!
Upgrade to PRO to access this content
Upgrade to PRO

Mind Mapping the Future of Financial Advice Engagement

Date:: 28 July 2022 | 10.30 PDT, 1.30pm EDT
Duration: 42 mins
PRO Content
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 finance, business, legal and tax environments, as well as inform his understanding of the nuances of markets (including products such as investments and insurance), and also how a client's position in life, environment and business will drive their future opportunities and challenges. Featuring Asset-Map
Upgrade to Biggerplate PRO to access this content!
Upgrade to PRO to access this content
Upgrade to PRO

Related webinars

Speaker:

Adam Holt
Adam is the CEO & Founder at Asset-Map Holdings, Co-host of Rethink the Financial Advisor Podcast and a 25-year veteran financial advisor. He takes great pleasure in breaking down the complex into manageable distinctions for his clients and colleagues. He is a huge proponent of mind mapping for visualizing the holistic financial plan, clarifying the complexity, identifying priorities, and enabling coherent planning and communication.

Share this webinar

Link:
Biggerplate logo

Go Further with Mind Mapping: Upgrade to Biggerplate PRO!

Exclusive webinars & events
100+ webinar replays
Exclusive software discounts
Image library access
Create unlimited Collections
View Details

Upcoming Webinars:

Mind Mapping in Law
Mind Mapping in Law
Mind Mapping is used in different law contexts such as litigation, arbitration, client management an…
Speaker: Biggerplate Connect
Date 09 September 2022
Coaching & Facilitation with Mind Maps
Coaching & Facilitation with Mind Maps
Coaching and facilitating are at the heart of individual and team performance improvement. Join our …
Speaker: Biggerplate Connect
Date 30 September 2022
Copyright 2008 - 2022 Biggerplate.com Ltd. All rights reserved.