New Client Information Package

New Client Information Package
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MindManager Map added Fri, Nov 12, 2010
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New Client Information Package

We use this map as a tool so that any staffer can produce a package for new clients without having to find documant locations, etc. Each package is identical this way. We use hyperlinks instead of attachments so that any changes to the documents are automatically incorporated.
Created using: MindManager
Copyright & licencing: Copyright ©2010 Navion Financial Advisors. All rights reserved.

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