Case Study: Ironshield Financial Planning achieves engaging client presentations and streamlined business planning with MindMeister

IRONSHIELD Uses G Suite and MindMeister for Business Planning and Client Presentations

Ironshield Financial Planning, a Canadian fee‑based financial planning firm led by CEO Scott E. Plaskett (10 employees), needed cloud-based tools to support expansion, seamless collaboration across offices, easier onboarding and clearer client presentations. To meet those challenges they adopted G Suite and the mind‑mapping vendor MindMeister, integrating MindMeister into Google Drive for single‑sign‑on, file attachments and shared map creation.

MindMeister’s Drive integration, shared templates and live mind‑mapping workflows are now used for bi‑weekly podcasts, webinars, client meetings and company business plans. MindMeister enables faster onboarding, consistent, template‑driven presentations that act as quality control, and real‑time maps that boost client engagement—attendees frequently report presentations are easier to follow—and gives all employees access to department goals and accountability metrics (e.g., number of financial leads) for ongoing tracking.

Ironshield Financial Planning

Scott E. Plaskett

CEO