Cowritten by Kelsey Schultz and Tchiki Davis. Mind mapping is a technique through which you develop and visually organize thoughts, ideas, and information. This technique involves identifying a ...

I’ve been writing a series of articles about best practices for wealth managers. In this article, I’d like to share another valuable idea that I’ve seen transform client relationships for the ...

In this post, we will show you how to create a Mind Map in Excel. A Mind Map is a diagram that represents information in a non-linear hierarchy. It typically starts with a topic at the center, and ...