DavidChubb

DavidChubb

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DavidChubb's mind maps (0)

Mind Maps

Used to explain the advice process to clients of a financial advice practice
davidchubb 10 September 2014
1860
29
0
MindManager Map
Used to explain the ongoing advisory investment service to the clients of an IFA practice
davidchubb 10 September 2014
2296
37
2
MindManager Map
Used to explain the purpose of the initial meeting to the clients of an IFA practice
davidchubb 10 September 2014
2170
31
1
MindManager Map
Used to explain to clients of an IFA practice how they create bespoke investment portfolios
davidchubb 10 September 2014
1727
31
0
MindManager Map
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
2391
25
1
MindManager Map

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About DavidChubb

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Member since: 27 August 2014
Basic member
Has contributed 5 mind maps to biggerplate so far

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