Engaging, Easy, Memorable. The Benefits of Mind Maps in Financial Conversations


A Visualization for Exploration

A mind map is an illustration based on a single concept showing relationships among pieces of the whole. It is a visual representation of connections among parts offering an organized look at a central topic.

According to a Lifehacker.com article:

• Mind maps can incorporate words, numbers, images, and color and thus be more memorable.
• They can be more enjoyable to make than simply writing lists.
• Mind maps generate ideas, help find deeper meaning and prompt you to fill in more or find what you're looking for.
• A mind map can at once give you an overview of a large subject while also holding large amounts of information.
• Maps mimic the way our brains think, thus are more intuitive.


A Visualization for Problem-Solving

In an article from Asianefficiency.com, not only are mind maps good for knowledge management, but they are good for problem-solving, too.

We at Asset-Map agree. A common refrain we hear is how advisors want a more organized meeting. Well, clients want that, too. We also hear how clients want to understand their advisors by helping them navigate complex situations. Advisors want that, too.

Since our visual representation of what matters most to a client's financial situation is organized, colorful, and generates ideas and conversation, the advisor-client meeting becomes both memorable and impactful. These are the benefits of mind-mapping and why we believe we can enhance a client-advisor relationship.

About The Author

Michael Schwabe is a Client Success Coach for Asset-Map.