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How do you make sure your narrative is still compliant if you do it the PlanHappy way?
Your narrative should be written….?
What’s the most important thing you need to do when doing your narrative?
Your narrative needs to be…?
Why do you need to do your narrative so soon after the meeting has ended?
Your narrative should be…?
In what style should your narrative be written?
The 1st rule of doing your meeting narrative is?
Financial Advisers usually record their meeting notes in the style of a …?