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Test Pre-Purchase Planning (Tracking)

1st QUESTION: What is the first step in the professional personal shopper process?

QUESTION 2: What should be established after the customer's needs analysis?

QUESTION 3: What do you look for when aligning financial expectations with quality?

4th QUESTION: What does market "Tracking" or Scouting consist of?

QUESTION 5: What is identified during the pre-sweep?

6TH QUESTION: What do you do once the tracking is done?

7th QUESTION: What is the role of the advisor with respect to the client's resources?

8th QUESTION: How do you optimize the customer's time and energy en route?

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