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Adding Predict+ for practices in FUTRLI

A simple workflow template for rolling out Predict+ with your clients.

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You can use this workflow template when rolling Futrli's Predict+ out in your firm, or when onboarding new clients.

Includes instructions on completing the portfolio assessment, as well as an email template for clients to arrange an advisory meeting to discuss the results.

Adding Predict+ for practices in FUTRLI DOWNLOAD TEMPLATE