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DavidChubb
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DavidChubb's mind maps (5)
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Client Journey - Providing Advice
Used to explain the advice process to clients of a financial advice practice
davidchubb
10 September 2014
1260
25
0
MindManager Map
Client Journey - Ongoing Advisory Investment Management
Used to explain the ongoing advisory investment service to the clients of an IFA practice
davidchubb
10 September 2014
1536
31
2
MindManager Map
Initial Meetings and Fact Finding
Used to explain the purpose of the initial meeting to the clients of an IFA practice
davidchubb
10 September 2014
1389
28
1
MindManager Map
Client Journey - Creating the Investment Portfolio
Used to explain to clients of an IFA practice how they create bespoke investment portfolios
davidchubb
10 September 2014
1213
18
0
MindManager Map
Client Journey - Complaints Procedure.
Used to explain the complaints procedure - a regulatory requirement - to clients of an IFA practice and to help to train new staff
davidchubb
10 September 2014
1591
17
1
MindManager Map
1
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About DavidChubb
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Member since: 27 August 2014
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Has contributed 5 mind maps to biggerplate so far
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