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a different location.
Need to call business owners & C Level execs to introduce company, obtain initial non-sales meeting.
must be good at getting by gatekeepers.
this is a financial services company. Our goal is to work with owners / C Level to answer 2 questions
1. Will I make it? - do iI have in place what I need to retire, etc?
2. Do I have any financial blind spots? is there something that could hurt me, my family or my business that I'm not prepared for - financially?
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