Positioning Quiz
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Positioning Quiz
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Question 1 of 1
1. Question
Move these statements around to place them in order of priority to best position a new client’s Discovery Conversation
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Position the role of a Principal Adviser
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Position the recording of the meeting's conversations
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Position the Certainty Topic conversations
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Position and confirm the expected timeframe to conduct the meeting
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Position the meetings initial focus on any topic that may require money or advice or planning and subsequent focus on understanding their current financial situation
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Position the Fundamental Topic conversations
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Position how and who the initial Discovery conversation will focus upon
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