Search results (1,621)

Mind Maps

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
11505
222
5
73% match
MindGenius Map
The competency framework described in Core Facilitator Competencies was developed over several years by IAF with the support of IAF members and facili…
merv_pol 09 October 2012
3775
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69% match
MindManager Map
Use this iMindMap template as the starting point to build out your understanding of a prospective or current customer. Mind maps are a fantastic way t…
biggerplate 13 September 2023
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69% match
iMindMap Map
Used to explain the complaints procedure - a regulatory requirement - to clients of an IFA practice and to help to train new staff
DavidChubb 10 September 2014
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64% match
MindManager Map
Map explains what would auditor do in case to accept appointment as an auditor. Map is made under ISAs.
faisal_chaudhary 05 January 2019
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64% match
iMindMap Map
The PSFS Brochure Mind Map sets out very simply the services offered to clients by Peter Strydom Financial Services. Peter's business is situated in D…
PeterStrydom 30 September 2011
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63% match
MindManager Map
Used to explain the ongoing advisory investment service to the clients of an IFA practice
DavidChubb 10 September 2014
3236
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2
62% match
MindManager Map
Used to explain to clients of an IFA practice how they create bespoke investment portfolios
DavidChubb 10 September 2014
2575
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0
58% match
MindManager Map
A MindMap of the various different mobile clients that can be used with SharePoint
EnigmaticIT 26 February 2012
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58% match
MindManager Map
A version of the Facilitator Workshop with a focus on the four dimensions of Strategic Planning. This map contains an updated bibliography with helpfu…
jerrymings 13 April 2021
757
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57% match
MindManager 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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52% match
MindGenius Map
Do you have a formalized client intake process? This ConceptDraw template is a good example of how to structure one.
ConceptDraw 11 September 2012
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51% match
ConceptDraw Map

Webinars

Ever had the challenges in a dialogue, where things started to get tense? Jens Brinch Moeller shares how mind mapping can enable people to be creative…
Jens Brinch Moeller 27 July 2023
54% match
What would happen to your business and free time if you knew exactly what content (articles, videos etc) you need to create to get more clients easier…
Dimitris Bronowski 11 September 2018
49% match
What if you could get more than 50% of your clients through referrals? Dimitris will share the basic principles of referral marketing, and how to use …
Dimitris Bronowski 18 September 2018
49% match
In this workshop, Garland shows you how he uses mind mapping every day in his coaching practice to improve client engagement, communicate concepts vis…
Garland Coulson 30 September 2022
49% 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
49% match
Clients, the court and law schools should expect professional and student lawyers to rapidly recall key principles of law. Too few lawyers know how to…
Brian Ahearne 09 September 2022
49% match
Retired Judge Richard Vitaris shows you how to best use mind maps in preparing for and winning your case. Rich explores the use of mind mapping for Ca…
Rich Vitaris 09 September 2022
49% 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
45% match
Arabic is a very difficult language for so many people because the concept of reading and writing is quite different from the concept of speaking whic…
Juliana Khalil 14 January 2022
37% match
"Strategic planning" is a contradiction in terms. Strategies and plans are very different things, and a plan is not a substitute for a strategy. In th…
Nick Duffill 19 January 2023
34% 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
32% match
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
30% match
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Upcoming Webinars:

Get Started with Xmind
Get Started with Xmind
Learn the basic features and functions of Xmind in this introductory session for Biggerplate Plus & …
Speaker: Liam Hughes
Date 30 April 2024
PESTLE Mapping with MindManager
PESTLE Mapping with MindManager
Join this live virtual workshop to see how a simple PESTLE template for MindManager can help you bui…
Speaker: Liam Hughes
Date 07 May 2024
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