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The Client Process
THE CLIENT PROCESS is brought to you by Thrive Income Distribution System. Included in this DVD are,
Exclusive Videos –
– Introduction to Financial Professional Curtisd Cloke
– The Client Presentation with specific tips on how to best help your Client
– The Fact Find Interview
– The Proposal Delivery
Curtis’s Seminar Slide Deck Presentation that will arm you with all the tools necessary to help your client in answering their questions about retirement.