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Part 3 - The E.N.C.O.R.E. Interview:
Confirm Goals and Gather the Right Data


Over the last 2 weeks we introduced you to the E.N.C.O.R.E. Interview as part of a series of 4 articles focused on helping you improve the way you gather critical wealth management information from your clients and prospects. This week we will look more thoroughly at the third and fourth stages of this six step process: Confirm Goals and Organize the File. In this section of an interview, you are focusing on gathering the facts that will lead to a smooth and successful solution implementation. . . . (to read the remainder of this article, please log in below.)
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