Client Investment Advice Record

Client Investment Advice Record
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This mind map was made with MindManager
Visit Website added Mon, Nov 4, 2013
via web

Client Investment Advice Record

At Enhance IFA Solutions we have embraced the use of Mind Maps as a visual tool which we use in our Client Advice Processes.
The Investment Advice Record is produced in consultation with our clients and not only provides us with a record of our initial discussions and decisions, it also becomes a 'living document' which we use to record future discussions and decisions.
Created using: Visit Website
Category: Library > Parent > Child
Copyright & licencing: ©2013 Peter Strydom. All Rights Reserved.

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