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How to get Clients to ACT

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Tony Vidler, CFP, CLU, ChFC
Tony Vidler, CFP, CLU, ChFC

A simple visual aid that helps prompt clients to act on the advice given by highlighting the relationship between commitment, timing - and goal achievement

Wirtschaft & Finanzen
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Works OK FAILURE Works OK EFFORT huge little late early TIMING

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How to get Clients to ACT