Tag Archives: Financial Planning

Creating a Compelling Vision for the Healthcare Sector

Former NHS professional Mary Duggan returns with her second blog post. Recalling moments from her role within the Healthcare sector, Mary shares her experiences, challenges and her methods to overcome the most difficult of business matters.  Actually, this isn’t so much about creating a compelling vision as creating the engaging narrative that accompanies it. All

Mind Mapping: Definition, Uses and Advantages

Most people have great ideas and equally great thoughts about how they can execute those ideas into  tangible, successful, functional entities that don’t just reside in the mind. However, daily stress, work pressure, or even relaxation can jumble everything up, resulting in a confusing mess that is neither great nor successful in making itself tangible.

Projects – Plan for Success

It’s likely that most of us have heard the phrase “poor planning = poor performance” or “fail to plan – plan to fail” and other variations on the same theme. What it all boils down to is that the success of any plan, process, initiative, project, etc, is usually determined by the quality of the

MindGenius Pathway to Success

The mantras ring out louder each passing day… “We need to get better at this!” “We must be more efficient in X Y Z!” “We must look at ways to be more productive!” “We need to be more creative and innovative!” …and there are more… In most day-to-day work situations we are usually tasked with

Using Mind Mapping To Get Paid For Financial Planning Shadow Work

Mind Mapping Software is being extensively used in the Financial Planning industry to help identify client goals, values and objectives, capture, structure and document financial data, and to improve the entire client engagement process. Michael Kitces is a high profile expert and commentator in the Financial Planning industry and he explains below how using mind mapping