My client also requested that the personal note on the Values-Based Financial Planning™ book to be changed. What would you do in this circumstance? My view is to change the note although it would not be in the client's handwriting. Please let me know your thoughts.

Article ID: 413

Last updated: 20 Nov, 2019

The client has to write the note. If they want to change it they have to write a new one and SOMEONE OTHER THAN YOU will coordinate getting the new note to put on the book.

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Referral Conversation™ -> Referral Conversation™ Misc.

Referral Process/ Follow-Up Phone Call -> Using MISC information

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