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An introductory script that encourages prospects to reach out to the advisor to discuss ways they can manage their college debt. 鼓勵潛在客戶與顧問討論管理大學債務方法的介紹腳本。
An introductory script that encourages prospects to reach out for guidance on saving for college. 鼓勵潛在客戶尋求大學儲蓄指導的介紹腳本。
A compliance-ready piece that encourages a conversation about saving for college education. For securities-licensed advisors only.