Mind Maps
All Popular Business Education General
Webinars Courses PRO Certification Partners Pricing
Register
DavidChubb

DavidChubb

Basic member
Mind Maps Tutorial Videos About Links Favourites

DavidChubb's mind maps (0)

Sort by...
Upload dateRatingViewsDownloads

Mind Maps

Client Journey - Providing Advice
Used to explain the advice process to clients of a financial advice practice
davidchubb 10 September 2014
1860
29
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
2296
37
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
2170
31
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
1727
31
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
2391
25
1
MindManager Map

DavidChubb's Mind Mapping Tutorial Videos

There are no tutorial videos available from this user.

About DavidChubb

""

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

Links

Collections

No Collections Found
Create unlimited Collections with Biggerplate PRO.
Upgrade your account now

Favourites

No Favourite Mind Maps Found
No Favourite Webinars Found
Copyright 2008 - 2021 Biggerplate.com Ltd. All rights reserved.