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To make it easy, here are a few guiding questions (you don’t need to answer all, just whatever feels natural)-
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What challenge or need led you to work with us?
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What was your experience like during our engagement?
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What specific results, improvements, or benefits did you notice?
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How did my approach (advisory, mentoring, or financial planning) stand out to you?
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Would you recommend us to others, and if so, why?
TESTIMONIALS
Thank you so much for your support and we really appreciate your time.
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