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What is the purpose of an Update & Improve meeting?
How should you start an Update & Improve meeting?
What should you NOT focus on during the Update & Improve meeting?
(Select 2 Answers)
An Update & Improve is about doing which 2 things?
(Select 2 answers)
How do you keep your clients focused on Lifestyle Financial Planning when everyone else around them wants to talk about the technical stuff?
(Select 3 answers)
The Update & Improve session combines elements of which PlanHappy meetings?
Which of the PlanHappy Booklets do you use during the Update & Improve session?