Please note: Our office will be at limited capacity from July 15th through the 19th. We will hosting our Spending Game Summer School at Bryan College in Dayton TN!

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Managing Online Confidential Questionnaire (Online CQ) Contact Data

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The video below is an excerpt from our Intro to Financial GPS training walking you through the management of the "contact" data imported into the Circle of Wealth contact record when your client completes the online CQ.  

Video Walk-thru:

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