New Client Information Package

Free
Added: 2010-11-12
1
156
5628
Created with: MindManager
We use this map as a tool so that any staffer can produce a package for new clients without having to find documant locations, etc. Each package is identical this way. We use hyperlinks instead of attachments so that any changes to the documents are automatically incorporated.
We use this map as a tool so that any staffer can produce a package for new clients without having to find documant locations, etc. Each package is identical this way. We use hyperlinks instead of attachments so that any changes to the documents are automatically incorporated.
Created with: MindManager
Categories: Leadership & Management,
Language: None
Copyright: Copyright ©2010 Navion Financial Advisors. All rights reserved.
Biggerplate logo

Improve Your Skills: Upgrade to Biggerplate Plus!

Software Courses
250+ Premium Videos
Live Virtual Events
Software Discounts
View Details

Upcoming Webinars:

Mind Mapping Module 3: Creativity
Mind Mapping Module 3: Creativity
In this live training webinar you will learn how mind mapping can support creative processes for ind…
Speaker: Liam Hughes
Date 13 May 2026
Mind Mapping Module 4: Planning
Mind Mapping Module 4: Planning
In this live training webinar you will learn to take control of projects and planning, leveraging mi…
Speaker: Liam Hughes
Date 19 May 2026