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ARE YOU READY FOR ANNUAL REVIEW APPOINTMENTS?
Use these simple conversation starters to guide your discussions.
As 2023 comes to a close and we begin looking toward 2024, it's the perfect time to check in with your clients for an annual review.
Use this Income and Assets Worksheet when working with your clients.
Please add 3markmarketing@3mark.com and 3mark@3mark.com to your address book or safe list to ensure our email reaches your inbox.
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