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A schedule of works is…
Which two booklets will you be using in the Sketch Discussion?
(Select 2 answers)
What is the end goal of the Sketch Discussions?
Where do Sketch Discussions sit on the PlanHappy Lifestyle Financial Planning journey?
A Sketch Discussion should be about….
Revelations to the client in the Sketch Discussion can often lead to which element being revisited?
How many Sketch Discussion sessions might you do with a client?