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Certainty Roundtable (CAR170) - "The data required to price prospective advice clients with Certainty" (Member)
Once Aspirations, Complexities and the Value is understood, the other details needed to start an advice relationship can be captured in many different ways.

The data required to price new advisory fees, will be discussed in this Roundtable session.

Aug 2, 2021 11:30 AM in Canberra, Melbourne, Sydney

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