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Please indicate the relative importance of doing the following actions this afternoon, in priority order ( 1 = Most Important; 4 = Least Important. )
Please indicate the relative importance of doing the following actions this afternoon, in priority order Most Important; Least Important.
Researching a new potential market.
Prospecting activities eg cold calls to grow book of business.
Attending a seminar to gain knowledge on attracting HNW prospects.
Researching options for client portfolios.
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