The mind map format is a powerful way to present a summary of a person’s financial situation: all of their investments and assets, can be viewed in relationship with each other, in a single page. In many cases, high-wealth individuals have never seen all of this data consolidated in such a way before.
Kevin Nast, the husband of Idea Mapping author Jamie Nast, is a financial planner. He creates “money maps” to graphically depict the performance of his clients’ portfolios, providing useful data to them while also differentiating his services from other financial planners.
In this report we’ll look at one of the financial portfolio maps he created that is well designed, communicates clearly and contains several cleverly-thought out features that are worthy of your attention.
This report is only accessible to Mind Mapping Insider members. Why not make a resolution for the new year to become a more effective mind mapper – which will enable you to become a better planner, problem solver and project manager? Sign up today to join the growing group of MMI members who have made the decision to be more influential and creative in their jobs.