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4. Ideas for Client Invitations:

 

4.1 - Client Invitation [Word version]

4.2 - Ideas for Client Invitations [Word version]

4.3 - Ideas for Client Invitations [pdf version]

 

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Adviser Tip

The One Page Strategy is designed to help you simplify Succession Planning.

It helps you understand your needs, it helps you quantify them, it helps you cost them, and it helps you prioritise them.

See more Adviser Tips

 

 


 

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