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Proposition de convention
3777
1
Carte remise au client avant réalisation d'un contrat
FabienneOptimind01 May 2014
Map
Free
Marketing Plan
11986
6
Identify potential obstacles, clients and leads with this detailed Marketing Plan.
iMindMap27 April 2011
Map
Free
Czech Republic - regions
4211
0
ready to develop (sales projects, clients, partners, ... )
wojciechkorsak24 August 2011
Map
Free
Czech Republic
5922
0
ready to develop (sales projects, clients, partners, ... )
wojciechkorsak24 August 2011
Map
Free
Mobile SharePoint Clients
4146
0
A MindMap of the various different mobile clients that can be used with SharePoint
EnigmaticIT26 February 2012
Map
Free
Client Financial Planning
17129
5
Template to help with the financial planning for a client covering various aspects of personal finance.
mindgenius06 June 2012
Map
Free
Client Journey - Creating the Investment Portfolio
3922
0
Used to explain to clients of an IFA practice how they create bespoke investment portfolios
DavidChubb10 September 2014
Map
Free
Initial Meetings and Fact Finding
4172
1
Used to explain the purpose of the initial meeting to the clients of an IFA practice
DavidChubb10 September 2014
Map
Free
Client Journey - Ongoing Advisory Investment Management
4614
2
Used to explain the ongoing advisory investment service to the clients of an IFA practice
DavidChubb10 September 2014
Map
Free
Client Journey - Providing Advice
4100
0
Used to explain the advice process to clients of a financial advice practice
DavidChubb10 September 2014
Map
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