Picture of [Audio] Create Personal Financial Organizers to Manage Client Relationships

[Audio] Create Personal Financial Organizers to Manage Client Relationships

Focus Session (English)

SKU: 24MDRT-21A

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In case of death or disability, the next responsible person on Quennec’s team can use a personal financial organizer to easily manage the client's affairs. He explains what these binders include, how they are created and how they make client communication and planning discussions easier.

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Alain Quennec (4)

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