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Benefits of Mind Mapping for Financial Advisors by Mind Map: Benefits of Mind Mapping for Financial Advisors
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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

Old clients

Clear goals and next steps

Easy to review and update

Workflow

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

Ask questions

Map out client's entire financial structure.

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