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Benefits of Mind Mapping for Financial Advisors by Mind Map: Benefits of Mind Mapping
for Financial Advisors
5.0 stars - 3 reviews range from 0 to 5

Benefits of Mind Mapping for Financial Advisors

Lay out information in a different way

Visualize entire financial situation

Quickly capture information

Add links, files, notes

Everything in a centralized place

Involve clients in discovery process

New clients

First discovery meeting

Old clients

Rediscovery meeting

Clear goals and next steps

Easy to review and update


During your first prospect meeting with the client, create a new mind map

Call it e.g. "John Doe's Finances"

Ask questions

Assets, Real Estate, Location, Value, Human Capital, Portfolio investments

Relationships, Children, Spouse, ...

Objectives, Fund lifestyle in retirement, Become a house owner, Fund children's college education

Map out client's entire financial structure.

Resulting Map

Review a few months’ worth of bank account statements to pinpoint any troublesome trends, identify a weak spot, like emotional shopping; add those to mind map

Share mind map with client (viewing rights only)

Begin your subsequent update meetings with a review of the mind map