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Client Advice Process

Client Advice Process
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peterstrydom (Basic, 9 mind maps)
MindManager Map added Fri, Sep 30, 2011
via web

Client Advice Process

This is a Mind Map representation of the accepted steps to be taken in providing sound financial planning advice to clients in South Africa.

Please pay us a visit at http://www.peterstrydomfs.co.za
Created using: MindManager
Category: Library > Parent > Child
Copyright & licencing: ©2011 Peter Strydom. All Rights Reserved.
Tags: Project Name Gather Data Determine Goals Develop Strategy Go to MyFinPlan.co.za Date Advisor Name Consider Recommendations Implement Plan Review Plans Client Name

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