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This fillable checklist will assist you in identifying your clients needs and risk.  Make sure that you've checked all the boxes and really know your client.


If you'd like to know more about how to use risks to increase funding try out 'Risk Master Class Training'


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Client Needs / Risk Checklist

Excluding GST
    It'll take you just 19.9s to fill, kindly fill the survey below to serve you better than ever.
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