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Finding the Pain: The First Appointment Process Robert Harwood Harwood Financial Group Tampa, FL

Finding the Pain: The First Appointment Process Robert Harwood Harwood Financial Group Tampa, FL. Before we get started, I want to discuss how I divide up the work in my office. 3 Key Positions. Pre- Sales Support Sales Post Sales Support.

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Client fact finding forms - PowerPoint PPT Presentation

Finding the Pain: The First Appointment Process Robert Harwood Harwood Financial Group Tampa, FL