Mind Mapping Best Practices
Meredith Briggs, CFP®, Taconic Advisors; Fran Goldman, CFP®, MBA, Frango Financial LLC; Mike Stanton, CFP®, MBA, Stanton Financial Planning, LLC; Ted Roman, CFP®, EA, Roman Financial Advisors
When: Friday, October 30, 12:00 PM – 12:50 PM ET
CE Credit: 1 NAPFA CE Credit - Marketing and Practice Management
As comprehensive advisors, we must keep track of a lot of information for and about our clients. Most financial planning software is useful for tracking the numbers but not capturing the client and their goals. Have you ever wondered if you could track important client goals and meeting activities in a better way? Are you searching for something that could give you a better overview of client priorities and help the client stay on track towards meeting their personal and financial goals?
One tool that is gaining increasing traction in our profession is the “mind map.” The System Committee has developed guidelines and templates for developing and implementing mind mapping software in financial planning meetings. This software complements other tools from the ACP System and is designed to help you collaborate more effectively with your clients, provide a concise overview of your client relationship, and allow you to visually track client progress.
Please join us for an overview of these guidelines, including sample mind maps, followed by a brief Q&A.