Upgrade to access this content
Upgrade

Already a member? Login

Mind Maps in Financial Planning Practice

Date:: 28 July 2022 | 09.00 PDT, 12.00noon EDT
Duration: 51 mins
Premium
Joel Larsen will share how he has been using mind mapping to analyse, plan and communicate the many facets of financial planning and advising in his Navion Financial Advisors practice. Featuring MindManager.
Upgrade to access this content
Upgrade

Already a member? Login

Related webinars

Speaker:

Joel A. Larsen
Joel A. Larsen, CERTIFIED FINANCIAL PLANNER®, ACCREDITED INVESTMENT FIDUCIARY®, is a specialist in financial planning for individuals, corporations and non-profit organizations. He has clients all across the United States and in Europe. He writes articles for numerous publications. He has been interviewed by financial, business and regulatory media outlets around the country. He teaches continuing education classes for CPAs, attorneys and other professionals, and has taught evening classes on Investment and Financial Planning Strategies. He has served on the board of directors for the Financial Planning Association of Northern California. Learn more at NFAdvisors.com

Share this webinar

Link:
Biggerplate logo

Improve Your Skills: Upgrade to Biggerplate Plus!

Software Courses
250+ Premium Videos
Live Virtual Events
Software Discounts
View Details

Upcoming Webinars:

Module 1: Principles & Process
Module 1: Principles & Process
In this live training webinar you will learn core principles for effective mind mapping, whether cre…
Speaker: Liam Hughes
Date 07 July 2026
Module 2: Complexity & Creativity
Module 2: Complexity & Creativity
In this live training webinar you will learn how mind mapping can help you tackle complexity and sup…
Speaker: Liam Hughes
Date 14 July 2026