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Corporate Compliance Aided by Composer Grids
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SAMPLE GRID TO DOCUMENT GOALS AND PRESENTATION
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- Allows the presenter to document the presentation, including overview of their goals and plans.
- Provides a record for the file.
- Provides information needed for follow-up with the client.
- If copied, can be given to client for them to take with them. Helpful if they need to share concepts with family and advisors.
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