Search results (175)

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
2055
24
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
548
3
0
100% match
iMindMap Map
Used to explain the ongoing advisory investment service to the clients of an IFA practice
davidchubb 10 September 2014
1980
34
2
98% match
MindManager Map
Used to explain to clients of an IFA practice how they create bespoke investment portfolios
davidchubb 10 September 2014
1487
29
0
92% match
MindManager Map
A MindMap of the various different mobile clients that can be used with SharePoint
enigmaticit 26 February 2012
2335
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
11020
381
5
84% match
MindGenius Map
Identify potential obstacles, clients and leads with this detailed Marketing Plan.
imindmap 27 April 2011
7985
578
6
84% match
iMindMap Map
ready to develop (sales projects, clients, partners, ... )
wojciechkorsak 24 August 2011
2098
24
0
84% match
MindManager Map
ready to develop (sales projects, clients, partners, ... )
wojciechkorsak 24 August 2011
3026
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
1744
31
1
84% match
MindManager Map
Used to explain the advice process to clients of a financial advice practice
davidchubb 10 September 2014
1546
26
0
84% match
MindManager Map
Carte remise au client avant réalisation d'un contrat
fabienneoptimind 01 May 2014
1713
5
1
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
85% 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
85% 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
85% 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
85% 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
85% 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
41% 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
41% match

Upcoming Webinars:

High Velocity Productivity with Mind Maps
High Velocity Productivity with Mind Maps
In this webinar Adam will explore how mind maps enable the High-Velocity Productivity mindset. He wi…
Speaker: Adam Cherrill
Date: 26 January 2021
 Bien Démarrer avec le Mind Mapping
Bien Démarrer avec le Mind Mapping
Le Mind Mapping a surtout été connu à ses débuts comme une méthode de prise de note graphique qui se…
Speaker: Franco Masucci
Date: 09 February 2021
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