This memo outlines the need to document key takeaways from an account planning session and log opportunities in dbForce. It also mentions upcoming open sessions for template clarification.
documents/vol00010-efta01371307-pdf.pdf
{"key_people":["Manish Pahlajani"],"document_type":"correspondence","key_locations":["345 Park Avenue, New York, NY, USA"],"document_subtype":"memo","key_organizations":["Wealth Management Americas"]}