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Client Advice Process

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Added: 2011-09-30
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PeterStrydom
Created with: MindManager
This is a Mind Map representation of the accepted steps to be taken in providing sound financial planning advice to clients in South Africa. Please pay us a visit at http://www.peterstrydomfs.co.za
This is a Mind Map representation of the accepted steps to be taken in providing sound financial planning advice to clients in South Africa. Please pay us a visit at http://www.peterstrydomfs.co.za
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Tags: Project Name Gather Data Determine Goals Develop Strategy Go to MyFinPlan.co.za Date Advisor Name Consider Recommendations Implement Plan Review Plans Client Name
Created with: MindManager
Categories: Finance & Economics,
Language: None
Copyright: ©2011 Peter Strydom. All Rights Reserved.

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