Financial Planning with Mind Maps

Join Biggerplate Connect on Thursday 28 July!

This month, Biggerplate Connect is focused on taking control of your financial future with a little help from mind mapping! Join this live PRO member event on Thursday 28 July to hear from 3 expert speakers, and take away practical tips and techniques for mapping your financial landscape!

Join the live event on Thursday 28 July
(Requires Biggerplate PRO Membership)
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Speakers & Sessions

Mind Mapping with Clients

Russ Thornton
7.30 PDT, 10.30am EDT

Wealth care is not an event, it is a process. Russ Thornton (wealthcareforwomen.com) will share how he uses mind maps to identify priorities (which can and will change throughout life), illustrate a series of choices to achieve those priorities and what price is needed to pay for the priorities. He will show how he tracks the ongoing dialogue as life progresses.

Mind Maps in Financial Planning Practice

Joel Larsen
09.00 PDT, 12.00 EDT

Joel Larsen (nfadvisors.com)will share how he has been using mind mapping to analyse, plan and communicate the many facets of financial planning and advising in his Navion Financial Advisors practice.

Mind Mapping the Future of Financial Advice Engagement

Adam Holt
10.30 PDT, 1.30pm EDT

Adam Holt (asset-map.com)will share how he used influences of mind mapping to help millions of people explore, understand and communicate complexities in the finance, business, legal and tax environments, as well as inform his understanding of the nuances of markets (including products such as investments and insurance), and also how a client’s position in life, environment and business will drive their future opportunities and challenges.

Join us live on 28 July!

Access all live sessions and all recordings with Biggerplate PRO membership!
Learn more about Biggerplate PRO