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DavidChubb

DavidChubb

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DavidChubb's mind maps (5)

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Mind Maps

Client Journey - Providing Advice
Used to explain the advice process to clients of a financial advice practice
DavidChubb 10 September 2014
2761
34
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
3229
41
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
3095
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
2567
33
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
3559
31
1
MindManager Map

DavidChubb's Mind Mapping Tutorial Videos

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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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