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Financial planning by its nature is heavily process dependent. It requires tracking a large quantity of details, with “if-then” decisions. Mind mapp…

Joel A. Larsen 30 October 2018

Yogin will share how he and his advisors use mind maps to present Financial Plans and overall communicate with clients in an interesting and engaging …

Yogin Sabnis 10 March 2020

In this webinar, financial advisor Russ Thornton will share how he uses mind maps to facilitate deep, exploratory client discovery conversations that …

Russ Thornton 25 May 2020

Wealth care is not an event, it is a process. Russ Thornton will share how he uses mind maps to identify priorities (which can and will change through…

Russ Thornton 28 July 2022

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 N…

Joel A. Larsen 28 July 2022

H. Adam Holt, CFP will share how he used influences of mind mapping to help millions of people explore, understand and communicate complexities in the…

Adam Holt 28 July 2022

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