All Videos (382)

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Mind Maps for Strategic Planning and Execution

329

In this webinar, Brian Sodl shows how mind maps can be used to develop a clear strategy and execution plan for teams and organisations. Brian shows ho…

Biggerplate 2017-01-19

Financial Planning with Mind Maps

211

Financial planning by its nature is heavily process dependent. It requires tracking a large quantity of details, with “if-then” decisions. Joel Larse…

Biggerplate 2018-10-30

Financial Advising with Mind Maps

147

Yogin Sabnis shares how he and his advisors use mind maps to present Financial Plans and communicate with clients in an interesting and engaging way. …

Biggerplate 2020-03-10

Client Discovery with Mind Maps

234

Financial advisor Russ Thornton shows how he uses mind maps to facilitate deep, exploratory client discovery conversations that lead to better underst…

Biggerplate 2020-05-25

Simplify Book Content with Mind Maps

176

Yogin Sabnis discusses how mind maps helped him to simplify and explain financial planning concepts in his book "Financial Planning, Money Maps and Mo…

Biggerplate 2020-11-17

Financial Mapping with Clients

212

Wealth care is not an event, it is a process. Russ Thornton will share how he uses mind maps to identify priorities (which can and will change through…

Biggerplate 2022-07-28

Mind Maps in Financial Planning Practice

204

Joel Larsen will share how he has been using mind mapping to analyse, plan and communicate the many facets of financial planning and advising in his N…

Biggerplate 2022-07-28

Mind Mapping the Future of Financial Advice Engagement

160

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…

Biggerplate 2022-07-28