IRONSHIELD Uses G Suite and MindMeister for Business Planning and Client Presentations
IRONSHIELD Uses G Suite and MindMeister for Business Planning and Client Presentations
2 Pagessales@mindmeister.com www.mindmeister.com Case Study Business IRONSHIELD Uses G Suite and MindMeister for Business Planning and Client Presentations « Easy onboarding and sharing through Google Drive « Quality control at client meetings through the use of map templates « Live mind mapping during presentations improves engagement At a Glance... Scott E. Plaskett, CEO IRONSHIELD is a fee based financial planning firm that offers a variety of programs and plans to help clients meet their financial goals. As part of the firm’s expansion plans in 2011, CEO and senior financial planner Scott Plaskett went looking for cloud-based tools that would enable staff across all office locations to seamlessly work together. MindMeister and G Suite Scott switched the whole company to G Suite
