Upgrade to access this content

Already a member? Login

Financial Advising with Mind Maps

Date:: 10 March 2020 | 15:00
Duration: 60 mins
PRO Content
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 way. He will show how this helps his clients achieve clarity, make sense of their financial stuff without the jargon and focus on their financial goals and achieve the financial outcomes they are seeking. Also he will share how Mind Mapping has brought about a radical change in the way he and his team learns and assimilates new processes. Featuring: iMindMap
Upgrade to access this content

Already a member? Login

Related webinars


Yogin Sabnis
Yogin is co founder and CEO of VSK Financial Consultancy Services Pvt. Ltd., a SEBI Registered RIA and a Financial Services Company since 1985. He has written a book titled "Financial Planning, Money Maps and more..." which is published by TV 18 broadcast Pvt. Ltd. Yogin conducts Mind Map training workshops for students, entrepreneurs, corporate employees. His particular expertise is in training Financial Advisors to use Mind Maps in their Advisory practice to help clients understand their Financial Plans without the use of jargon. He uses and also trains advisors to use Mind maps to better communicate with clients, take notes at lectures/conferences, summarising blogs and a host of other applications.

Share this webinar

Biggerplate logo

Go Further with Mind Mapping: Upgrade to Biggerplate Plus!

Access all courses
Access all videos
Access all live events
Software Discounts
View Details

Upcoming Webinars:

Get Started with MindManager
Get Started with MindManager
Our regular introduction webinar to help new MindManager users learn the core features of this power…
Speaker: Liam Hughes
Date 23 June 2023
Biggerplate Insights: India
Biggerplate Insights: India
Join this live event as we invite 3 expert members of the Biggerplate community to discuss mind mapp…
Speaker: Biggerplate
Date 29 June 2023
Copyright 2008 - 2023 Biggerplate.com Ltd. All rights reserved.