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Mind Maps

Client Wealth Master Map
Generate an accurate wealth profile for your clients with this easy to follow map
mindgenius 12 March 2018
1231
11
0
100% match
MindGenius Map
Transferencia internacional de datos
Mapa con los requisitos para realizar transmisión de datos de carácter personal fuera del territorio del EEE tras declararse inválido e…
eperez 09 December 2015
1370
3
1
71% match
Xmind Map
Angel Investors vs. Venture Capitalists
Angel Investors vs. Venture Capitalists
tfahmy666 21 May 2017
4906
37
2
66% match
iMindMap Map
investment workflow
NM investment workflow
29062131 16 May 2016
3132
31
2
59% match
iThoughts Map
Client Journey - Creating the Investment Portfolio
Used to explain to clients of an IFA practice how they create bespoke investment portfolios
DavidChubb 10 September 2014
2566
32
0
59% match
MindManager Map
Client Journey - Ongoing Advisory Investment Management
Used to explain the ongoing advisory investment service to the clients of an IFA practice
DavidChubb 10 September 2014
3229
41
2
59% match
MindManager Map
Business Perspective Investment
This mind map is for investment with business perspectives.
darwin 30 March 2013
1790
13
0
59% match
MindManager Map
My Earthly Possessions
This is a template people can use to keep track of all the bank accounts, mortgages, medical insurance, life insurance, 401K accounts and other stuff …
hobartacus 05 December 2012
3393
41
0
53% match
ConceptDraw Map
Khan Academy Finance Mindmap
(For a closer look at the content in this mindmap go to my blog post: http://mindmapblog.com/?p=3674) If you have not heard of the Khan Academy you…
cbrown 26 August 2011
12009
797
3
53% match
MindManager Map
Key Data Education Europe
Summary of the European Commission Report "Key Data Education Europe". A global trend of improvement and accessibility of basic educati…
linguafranca 16 February 2012
2723
33
1
53% match
Xmind Map
Preservation Funds: A Layman's Guide
When leaving an employer, in order to preserve your retirement fund benefits, you are able to transfer the proceeds of your retirement fund to a prese…
PeterStrydom 09 March 2012
3417
55
3
53% match
MindManager Map
My Wealth Plan
Everyone needs a strategy to build wealth - especially with the pensions crisis and the instability of the Stock Market. This year, I've moved in…
Entertrainer 27 May 2014
4161
91
3
53% match
iMindMap Map

Webinars

Mind Mapping the Future of Financial Advice Engagement
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
100% match
Choosing Your Mind Mapping Software
Too many Mind Mapping software options on the market? Difficult to choose? Franco will ask the right questions that will help you choose your software…
Franco Masucci 27 May 2021
25% match
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Live mind mapping help from the Founder of Biggerplate - exclusively for Biggerplate Plus and Pro me…
Speaker: Liam Hughes
Date 17 April 2024
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