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All Videos (832)

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Financial Mapping with Clients
402
2
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…
biggerplate2022-07-28
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Client Discovery with Mind Maps
532
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In this session, Russ Thornton, a financial advisor based in Atlanta, shares how he uses mind mapping in client discovery to create deeper, more meani…
biggerplate2020-05-25
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Strategy and Planning Differences with Mind Maps
424
3
"Strategic planning" is a contradiction in terms. Strategies and plans are very different things, and a plan is not a substitute for a strategy. In th…
biggerplate2023-01-19
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Strategic Planning with Mind Maps
576
5
A Strategic Plan is an opportunity for a group, organization or collection of organizations to think about the future. A framework to guide the planni…
biggerplate2021-04-13
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Strategic Planning with Mind Maps
484
2
Brian Clark shows how he introduces mind mapping to clients before a strategic planning session. He will explore some of the strategic planning scenar…
biggerplate2019-09-04
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Mind Mapping for Key Account Planning
372
2
Warwick Brown believes a key account plan is essential to identify opportunities, improve client relationships, grow revenue, create value and reduce …
biggerplate2019-12-04
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Financial Planning with Mind Maps
385
3
Financial planning by its nature is heavily process dependent. It requires tracking a large quantity of details, with “if-then” decisions. Joel Larse…
biggerplate2018-10-30
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Simplify Book Content with Mind Maps
335
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Yogin Sabnis discusses how mind maps helped him to simplify and explain financial planning concepts in his book "Financial Planning, Money Maps and Mo…
biggerplate2020-11-17
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Business Planning with MindManager
458
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Liam Hughes explores a practical approach to business planning with MindManager. Whether you're thinking of starting a new business, or updating an ex…
biggerplate2020-07-08
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Travel Planning with Mind Maps
704
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Whether you're planning a family vacation, corporate trip or round the world adventure, mind mapping can be a fantastic way to creatively organise you…
biggerplate2024-08-21
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