Search results (179)

Mind Maps

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
2215
25
1
100% 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
660
4
0
100% match
iMindMap Map
Used to explain the ongoing advisory investment service to the clients of an IFA practice
davidchubb 10 September 2014
2132
36
2
98% match
MindManager Map
Used to explain to clients of an IFA practice how they create bespoke investment portfolios
davidchubb 10 September 2014
1597
31
0
92% match
MindManager Map
A MindMap of the various different mobile clients that can be used with SharePoint
enigmaticit 26 February 2012
2427
47
0
92% match
MindManager Map
Template to help with the financial planning for a client covering various aspects of personal finance.
mindgenius 06 June 2012
11498
394
5
84% match
MindGenius Map
Identify potential obstacles, clients and leads with this detailed Marketing Plan.
imindmap 27 April 2011
8244
591
6
84% match
iMindMap Map
ready to develop (sales projects, clients, partners, ... )
wojciechkorsak 24 August 2011
2190
25
0
84% match
MindManager Map
ready to develop (sales projects, clients, partners, ... )
wojciechkorsak 24 August 2011
3156
31
0
84% match
iMindMap Map
Used to explain the purpose of the initial meeting to the clients of an IFA practice
davidchubb 10 September 2014
1877
31
1
84% match
MindManager Map
Quelques outils que j'aime proposer à mes clients dans ma pratique de coaching
nomadity 28 August 2014
2455
10
1
84% match
iMindMap Map
Used to explain the advice process to clients of a financial advice practice
davidchubb 10 September 2014
1676
29
0
84% match
MindManager Map

Webinars

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
100% 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
86% 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
86% match
In this Biggerplate PRO webinar, Brian Clark (DOTS Solutions) will demonstrate the use of mind mapping to capture information about client requiremen…
Brian Clark 14 December 2017
86% 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
86% match
This webinar will explore ways in which mind maps can be applied to different stages of the litigation process from case analysis to negotiation settl…
Magnus Boyd 20 July 2020
86% match
In this webinar, Liam Hughes (Founder: Biggerplate) will demonstrate how mind mapping techniques can help in sales processes. The session will show ho…
Liam Hughes 16 March 2021
86% match
Facilitation is the unique opportunity to work with a client, identify a group, and build a plan that will enable the group to find a new opportunity,…
Jerry Mings 01 December 2020
60% 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
60% 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
60% match
Research by Bain & Company has shown that increasing customer retention rates by 5% increases profits by 25% to 95%. A Rain Group survey found an aver…
Warwick Brown 29 October 2019
42% match
Learn how a time management speaker & coach uses mind mapping for productivity, training, business planning and more. Garland Coulson aka “Captain Ti…
Garland Coulson 29 June 2020
42% match

Upcoming Webinars:

Mind Mapping for Children - How I Taught my 5yr Old to Mind Map
Mind Mapping for Children - How I Taught my 5yr Old to Mind Map
During the summer of 2020, during the Covid pandemic, Sean taught his son how to mind map his favou…
Speaker: Sean Mitton
Date 18 May 2021
Managing Productivity and Information with Mind Maps
Managing Productivity and Information with Mind Maps
Have you ever imagined doing everything you do in less time? Increasingly, people have been finding …
Speaker: Renata Fellini Magalhães
Date 26 May 2021
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