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Webinars

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 30 October 2018
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 10 March 2020
In this webinar, financial advisor Russ Thornton will share how he uses mind maps to facilitate deep, exploratory client discovery conversations that …
Russ Thornton 25 May 2020

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Upcoming Webinars:

Goal Setting Foundations: The Rearview Review
Goal Setting Foundations: The Rearview Review
Setting goals for a new year can be exciting and energising, but often we jump into goal setting wit…
Speaker: Liam Hughes
Date 09 December 2021
Dreams, Goals, Commitments: Mind Maps for Aligned & Actionable Goals
Dreams, Goals, Commitments: Mind Maps for Aligned & Actionable Goals
Do you feel like the goals you set often don’t align with your true personal and professional aspira…
Speaker: Hilary Grosskopf
Date 09 December 2021
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