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Ep 379: Creating A Client Deliverable That Focuses On Behavior Over Returns With Custom Intelligrations with Hans Blake

Financial Advisor Success

NOTE

Visual Document Design for Client Summary

The speaker discusses creating a one-page visual document for clients, starting with the top left corner which is where the eyes are first directed. The top left section indicates the client's current risk number in real-time and the risk number agreed upon in the investor policy statement.

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