Search results (1,504)

Mind Maps

This template was created as an agenda for an Annual Financial Review. Provide clarity on an on-going basis in every engagement with clients using thi…
mindgenius 14 January 2013
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MindGenius Map
Review the Previous Year and strategically plan the year approaching with this simple, yet, effective map.
mindgenius 14 March 2018
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MindGenius Map
Take your business from idea to reality with this great business plan map.
mindgenius 12 March 2018
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99% match
MindGenius Map
Template to help with the financial planning for a client covering various aspects of personal finance.
mindgenius 06 June 2012
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MindGenius Map
Template to help with the financial planning of a family covering various aspects of personal finance.
mindgenius 07 June 2012
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97% match
MindGenius Map
Used within financial planning, this sample map provides a visual display of a client’s family relationship detailing every member’s relation to each …
mindgenius 14 January 2013
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MindGenius Map
This an an envelope budgeting system for a newly wed couple. Financial planning for marriage.
Annewetey 17 July 2013
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94% match
MindManager Map
Template to help financial advisors create an extensive financial plan for their client and explore the client’s current financial situation, where th…
mindgenius 13 January 2013
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MindGenius Map
Having a baby needs amongst other things, financial planning. This mind map lists the possible financial hurdles that could come up and ways to prepar…
Ymsabnis 09 February 2016
1951
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94% match
iMindMap Map
Template for a business plan overview covering areas such as company overview, financial plan and marketing plan.
mindgenius 12 July 2012
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MindGenius Map
Template for creating a business plan. Includes relevant questions to answer as you create your plan. Covers Executive Summary, Company Overview, Prod…
mindgenius 22 December 2011
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MindGenius Map
This is a mind map concept/template for writing a business plan for start up company's and entrepreneurs. Check out all the details before going …
imindq 25 July 2013
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iMindQ Map

Webinars

Yogin Sabnis will discuss how mind maps helped him to simplify and explain financial planning concepts in his book "Financial Planning, Money Maps and…
Yogin Sabnis 17 November 2020
100% match
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
80% match
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
74% match
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
66% match
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
24% match
In this webinar, Brian Sodl shows how mind maps can be used to develop a clear strategy and execution plan for teams and organisations. Brian shows ho…
Brian Sodl 19 January 2017
18% match
For over twenty years, Mark has used mind maps in various ways in business and personal pursuits. In business, Mark has used mind mapping for traini…
Mark Edwards 27 October 2022
13% match
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
11% match
A Strategic Plan is an opportunity for a group, organization or collection of organizations to think about the future. A framework to guide the planni…
Jerry Mings 13 April 2021
10% match
Brian will show how he introduces mind mapping to clients before a strategic planning session. He will explore some of the strategic planning scenario…
Brian Clark 04 September 2019
10% match
In this live webinar, we'll explore a practical approach to business planning with MindManager. Whether you're thinking of starting a new business, or…
Liam Hughes 08 July 2020
9% match
A key account plan is essential to identify opportunities, improve client relationships, grow revenue, create value and reduce risk. A key account pla…
Warwick Brown 04 December 2019
8% match
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Upcoming Webinars:

Mind Mapping for Professional Development
Mind Mapping for Professional Development
As we approach the new year join this Biggerplate Connect event to explore how mind mapping can supp…
Speaker: Biggerplate Connect
Date 15 December 2022
Mind Mapping for Mastering Life
Mind Mapping for Mastering Life
During this session Dr Subra Mukherjee will explore 4 focus areas of life: Clarity, Organisation, Cr…
Speaker: Dr Subra Mukherjee
Date 15 December 2022
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