gymnast3190 gymnast3190
  • 26-03-2018
  • Business
contestada

A "financial snapshot" is a technique to establish:

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rosytran18 rosytran18
  • 26-03-2018
it is to provide your clients a visual demonstration of their current financial situation, the raw numbers on where they are today, and what it would take for them to reach their goals and dreams.
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