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How do you "pre-qualify" referrals prior to the initial Financial Road Map Interview™ to see if they will be a good fit?

Article ID: 106
Last updated: 20 Nov, 2019

You could either go ahead and conduct the Financial Road Map® and make your own decision about this Referral. Or, ask questions to see if they meet your profile.

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folder Before Financial Road Map™ -> Initial Contact with Prospective Clients
folder Before Financial Road Map™ -> Before Financial Road Map™ Misc.

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