An Idea Mapping Success Blogs Weblog
Money Maps Created By Kevin Nast – Part 2
12Aug2009 Filed under: Idea Mapping Example, Money Maps Author: jamie nast
The August 8, 2009 posting introduced my husband, Kevin Nast, and the Money Maps he creates for the portfolio review meetings he has for his clients. This second example (also created using MindManager) shows a template of a more complicated type of portfolio.
How many of us have walked out of our portfolio review meeting with a three ring binder filled with boiler plate information? Most of this intended to impress us and justify the broker’s annual management fees when all we really wanted to know was “where did we start?” and “where are we now?”. With a Money Map on a single sheet of paper, one can readily see their Portfolio $ummary. The client’s customized map serves as the cover page with the supporting compliance approved documentation from Albridge Solutions behind. A total of 5 – 7 pages versus the three ring binder. Not bad, eh?
If you would like someone to guide you through these tough economic times, I encourage you to drop him an email at knast(at)tfamail(dot)com or call him at 248-347-1888.
![[del.icio.us]](http://ideamapping.ideamappingsuccess.com/IdeaMappingBlogs/wp-content/plugins/bookmarkify/delicious.png)
![[Digg]](http://ideamapping.ideamappingsuccess.com/IdeaMappingBlogs/wp-content/plugins/bookmarkify/digg.png)
![[Facebook]](http://ideamapping.ideamappingsuccess.com/IdeaMappingBlogs/wp-content/plugins/bookmarkify/facebook.png)
![[Google]](http://ideamapping.ideamappingsuccess.com/IdeaMappingBlogs/wp-content/plugins/bookmarkify/google.png)
![[MySpace]](http://ideamapping.ideamappingsuccess.com/IdeaMappingBlogs/wp-content/plugins/bookmarkify/myspace.png)
![[Propeller]](http://ideamapping.ideamappingsuccess.com/IdeaMappingBlogs/wp-content/plugins/bookmarkify/propeller.png)
![[Slashdot]](http://ideamapping.ideamappingsuccess.com/IdeaMappingBlogs/wp-content/plugins/bookmarkify/slashdot.png)
![[Sphinn]](http://ideamapping.ideamappingsuccess.com/IdeaMappingBlogs/wp-content/plugins/bookmarkify/sphinn.png)
![[StumbleUpon]](http://ideamapping.ideamappingsuccess.com/IdeaMappingBlogs/wp-content/plugins/bookmarkify/stumbleupon.png)
![[Technorati]](http://ideamapping.ideamappingsuccess.com/IdeaMappingBlogs/wp-content/plugins/bookmarkify/technorati.png)
![[ThisNext]](http://ideamapping.ideamappingsuccess.com/IdeaMappingBlogs/wp-content/plugins/bookmarkify/thisnext.png)
![[Twitter]](http://ideamapping.ideamappingsuccess.com/IdeaMappingBlogs/wp-content/plugins/bookmarkify/twitter.png)
![[Webride]](http://ideamapping.ideamappingsuccess.com/IdeaMappingBlogs/wp-content/plugins/bookmarkify/webride.png)
![[Email]](http://ideamapping.ideamappingsuccess.com/IdeaMappingBlogs/wp-content/plugins/bookmarkify/email.png)
One Response to “Money Maps Created By Kevin Nast – Part 2”
Leave a reply
Idea Mapping Blog
The purpose of this blog is to share idea mapping examples and related learning from my Idea Mapping, Memory, Speed Reading, and Certification Workshops. This blog is dedicated to my Certified Idea Mapping Instructors, my clients, Mind Mapping and Idea Mapping practitioners around the globe.
Jamie recommends:
Profile Maps [A Unique Way to Create a Resume] | Idea Mapping
September 8th, 2009 at 6:33 pm
[...] first and second Idea Mapping examples are called Money Maps. He uses them during the portfolio review meetings with his clients. The [...]