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My three-step process to every review appointment

Timothy Daniel Clairmont, CFP, MSFS

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Learn a simple presentation that can help you match clients' goals with their income and their assets in a single image. Using easy-to-understand language and analogies, Clairmont will help you quickly build trust and understanding to move clients forward in your planning process. The idea takes a client around four quadrants of when they should touch their money, educating them about which assets are best for which purposes and where the risks are that might need protecting.
 

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