On your CD Financial Road Map™ interview with Barbara and Justin, you said more than once, “You’ve said a couple things here”, are you putting each point on a separate line or combining for one line?

Article ID: 250

Last updated: 20 Nov, 2019

Yes. Write them in the order you receive them moving from the bottom step upwards. Then pick up with the last answer: “What’s Important About the-last-answer… To You?”

Module 2: FRM-Existing Clients pg. 104-105

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Values Conversation™ -> Identifying & Organizing Client's Values

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