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  • Before we meet 1:1 via Zoom or In Person, please confirm that you will abide by the following rules:

    1) Will you agree to come prepared to learn and be present during our conversation without distraction?

    2) Will you agree to come prepared to invest in the offer if it suits what you are looking for?

    3) Prior to or during our conversation, will you agree to speak with all financial decision-makers or have them present during our discussion?

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