Advisor Note Taking

Fundamentals
  • Know Your Client
  • Purchase
  • Redemption
  • Trade/Switch
  • Fee Discussion
  • Disclosure
  • Admin/Assistant Tasks
  • Annotations
Financial Planning Focus
  • Financial Management
  • Investment Planning
  • Risk Management
  • Retirement Planning
  • Tax Planning
  • Estate & Legal
Advisor Options
  • Segmentation
  • Opportunities
  • Share with OneDrive

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