Frank Legan Advisors at Cedar Brook Group
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Frank Legan Advisors at Cedar Brook Group
Below is the Seven Inspired Questions exercise, which allows clients to detail what’s most important to them, why those things are important, and how to make sure everything in their plan is aligned with those very things.
This helps clients find a sense of clarity while making sure we also have a continued understanding of how to best address their needs as we’re solving their issues.
Tip: we recommend viewing at Fullscreen, and once in the Fullscreen view you can printing from the printer icon at the top.
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Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
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