Used for sending to clients, not for in-person presentations or initial meetings.
This should be given to clients at the end of the initial meeting, letting them know what to bring to the data gathering meeting.
To be used with FAS clients ONLY.
To be used with qualified clients/prospects during data gathering or review meetings.
Marketing Collateral - Financial Windfall
Corporate Retirement Planning
Annual Tax Reference Guides
Client Reference Materials
Company Operations Related Materials
Marketing Collateral - Partners
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