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Mind maps are visual illustrations of activities or plans that are easily understood.  We use mind maps in our firm to help our clients understand complicated planning issues on a single page.  Instead of using a report that is several pages long, we often will illustrate the plan using a mind map.

I personally like mind maps for some of the following reasons:

A mind map allows us to simplify the complicated - Many activities we recommend for our clients are complicated.  Because our firm’s goal is to help make our clients lives better we believe it’s very important for us to make sure that our clients understand complicated plans before they are adopted.  Using a mind map allows us to illustrate the complicated in a way where our clients understand how the plan integrates with their goals.

Mind maps are easy to change - When a client asks a question about how a particular strategy affects other parts of their life we can show them the relationships between different activities.  More importantly, when we make changes in the plan (and we almost always make plan changes) it’s easy to illustrate what those changes look like.

Mind maps engage the entire brain - Written plans primarily use the left hemisphere or the logical side of the brain.  Mind maps not only engage the left brain, but also use the right brain.  This allows the client to look at a plan in a holistic manner where they can see and feel the effect of the entire plan.

As time goes on mind maps help easily track changes - Most plans we install require changes over the years.  Using a mind map allows us to track changes that are made and show the effect that those changes make.

One of our goals when working with our clients is to help them visualize what effect a plan might have on their life.  Will the plan make their life better?  Using a mind map that visually represents a plan can help a client not only read about the plan, but see it as well.  The more senses we can engage when working with clients, the better chance our explanation is understood.

I’m interested in hearing about your experiences using plans that are visually presented.  If you would like to send me a comment, please do so at jpatrick@stage2planning.com

Josh Patrick

Click on the button below to get a mind map of what our client experience looks like.  I bet you'll figure out what we're about just by looking at the map.


Securities and Investment Advisory Services offered through NFP Securities, Inc. (NFPSI), Member FINRA/SIPC. Stage 2 Planning Partners and NFPSI are not affiliated.

This article is published for residents of the United States only.  Registered Representatives and Investment Adviser Representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered.  Therefore, a response to a request for information may be delayed.  Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.


Topics: communication, financial planning, wealth management, Client Communication, Mind Maps

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