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Filetype PPTX
File size 0.23 MB
Source: russellinvestments.com
File: Financial Presentation Template 72549 | Client Engagement Roadmapptx
Six month roadmap YOUR FIRM LOGO Your journey and goals DATE DATE FALL SPRING MEETING MEETING 1. Discovery- or Re-Discovery Mutual understanding review 2. Financial overlay Intro Implementation Plan 3 ...
Filetype Power Point PPTX | Posted on 31 Aug 2022 | 2 years ago