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Use the planner questionnaire as a memory-jogger while preparing for, and meeting with, your clients. This free tool will make sure your conversation focuses on the wants, needs, and perceptions your client has about their situation - and how they want to relate with you.
To get a copy of the Planner Questionnaire, please request a copy via email or the phone number below. You must be a owner of the MoneyTrax Circle of Wealth software and have a current Support subscription.
321-369-9470 option 2
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