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1. Assets and Liabilities

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Hope D Wesolowski shared this idea  ·  Dec 31, 2024

2. check a box to update the spouse's Know Your Client

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   2 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Hope D Wesolowski supported this idea  ·  Dec 31, 2024

3. Contact Personal Profile

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Hope D Wesolowski shared this idea  ·  Dec 31, 2024