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To determine client needs, complete the following table:Scenario 1 - Amanda and Michelle - please ensure you choose a service that may cater to a
To determine client needs, complete the following table:Scenario Amanda and Michelle please ensure you choose a service that may cater to a future need that you may not be able to offer as a broker in the products and services section. Needs and expectations:Products and services to recommend should be more than :Actual or potential risks with recommendations:Information to input to CRM to ensure data is accurate and relevant to clients:
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