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picture1_Financial Presentation Template 72549 | Client Engagement Roadmapptx


picture2_Financial Presentation Template 72549 | Client Engagement Roadmapptx picture3_Financial Presentation Template 72549 | Client Engagement Roadmapptx

 117x       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 ...

icon picture PPTX Filetype Power Point PPTX | Posted on 31 Aug 2022 | 2 years ago

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...Six month roadmap your firm logo journey and goals date fall spring meeting discovery or re mutual understanding review financial overlay intro implementation plan engagement data gathering setting prioritization family wealth planner discussion begin section sample client name circumstances preferences investment education planning ed legacy us equities for illustrative purposes only please ensure that materials delivered to clients prospects are reviewed approved by home office local compliance supervision teams management topics wellness wheel below is a list of you can use as guide when building s the should always align with their desired outcomes relationships health lifestyle leisure career work create update my will maintain start active vacations travel take sabbatical concerned about protecting current change advance unexpected events long term care retirement maternity paternal leave wedding incapacity move relocate downsize business fund expenses maintained activities club ...
								

							

						
	
												
				
					
					
					
			
					
				
				
		
	

	
		





	

	
				

						

						
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										Category:  Uncategorized / Uncategorized 
										
Posted on: 31 Aug 2022 | 2 years ago
										
										
Tag:
																																		download pptx,
																								client,
																								engagement,
																								roadmapptx,
											                                        
																				
Filetype: PPTX
										
File size: 0.23 MB
										
Views: 117x
										
Uploaded by:
										
										
										

										Wan learn
											

												Wan learn