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I found it beneficial to receive a PDF copy of my Success Road Map®, to easily reference versus scanning my actual one. Do we have something similar to provide to customers. For example, once I do a Financial Road Map®, I would like to maintain one in my clients file and reference that in every meeting. I would also like the client to have one - do you have a tool or suggestions to simplify that?

Article ID: 283
Last updated: 20 Nov, 2019
Give your clients a hand-written Financial Road Map® at every Progress Meeting. It’s more personal.
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