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Client Journey - Creating the Investment Portfolio
2900
0
Used to explain to clients of an IFA practice how they create bespoke investment portfolios
DavidChubb10 September 2014
Map
Initial Meetings and Fact Finding
3527
1
Used to explain the purpose of the initial meeting to the clients of an IFA practice
DavidChubb10 September 2014
Map
Client Journey - Ongoing Advisory Investment Management
3581
2
Used to explain the ongoing advisory investment service to the clients of an IFA practice
DavidChubb10 September 2014
Map
Client Journey - Complaints Procedure.
4014
1
Used to explain the complaints procedure - a regulatory requirement - to clients of an IFA practice and to help to train new staff
DavidChubb10 September 2014
Map
IFA 2014 Berlin Live Mind-Mapping about Consumer Electronics
3520
1
This Mind-Map contains detailed information for a Live-Mind Mapping event for classes, teachers or courses who will visit IFA 2014. What is Consumer …
avonpreyss29 August 2014
Map
Client Investment Advice Record
3040
1
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…
PeterStrydom04 November 2013
Map
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