Search results (1,238)

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
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
Template to help with the financial planning of a family covering various aspects of personal finance.
mindgenius 07 June 2012
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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
Take your business from idea to reality with this great business plan map.
mindgenius 12 March 2018
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MindGenius 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
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
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iMindMap 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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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
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
The mind map of a business plan increases its visibility and clarity. It is an ideal way of organizing your ideas and present them to others. You can…
imindq 26 June 2018
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iMindQ Map

Upcoming Webinars:

Financial Advising with Mind Maps
Financial Advising with Mind Maps
Yogin will share how he and his advisors use mind maps to present Financial Plans and overall commun…
Speaker: Yogin Sabnis
Date: 10 March 2020
Mind Mapping for Remote Working
Mind Mapping for Remote Working
Remote working is increasing, whether that is on-site, on the move or at home. Geography no longer l…
Speaker: Barry Jenner
Date: 24 March 2020
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