Client Investment Advice Record

Client Investment Advice Record
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MindManager Map added Mon, Nov 4, 2013
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Client Investment Advice Record

At Enhance IFA Solutions we have embraced the use of Mind Maps as a visual tool which we use in our Client Advice Processes.
The Investment Advice Record is produced in consultation with our clients and not only provides us with a record of our initial discussions and decisions, it also becomes a 'living document' which we use to record future discussions and decisions.
Created using: MindManager
Located in: Library > Business > Finance
Copyright & licencing: ©2013 Peter Strydom. All Rights Reserved.

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