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Financial Advising with Mind Maps

Date: 10 March 2020 13:30-14:30 (Mumbai time)
Duration: 60 mins
Yogin will share how he and his advisors use mind maps to present Financial Plans and overall communicate with clients in an interesting and engaging way. He will show how this helps his clients achieve clarity, make sense of their financial stuff without the jargon and focus on their financial goals and achieve the financial outcomes they are seeking. Also he will share how Mind Mapping has brought about a radical change in the way he and his team learns and assimilates new processes.

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About the presenter

Yogin Sabnis
Yogin is co founder and CEO of VSK Financial Consultancy Services Pvt. Ltd., a SEBI Registered RIA and a Financial Services Company since 1985. He has written a book titled "Financial Planning, Money Maps and more..." which is published by TV 18 broadcast Pvt. Ltd. Yogin conducts Mind Map training workshops for students, entrepreneurs, corporate employees. His particular expertise is in training Financial Advisors to use Mind Maps in their Advisory practice to help clients understand their Financial Plans without the use of jargon. He uses and also trains advisors to use Mind maps to better communicate with clients, take notes at lectures/conferences, summarising blogs and a host of other applications.

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