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Jose
1.
Prior Tax Professional
Session 6 Jose: Latino Focus
2.
3.
First Impressions -
Front Desk WB 69
4.
First Impressions -
Preferences WB 70
5.
6.
7.
Fishbowl Tag Out/Tag
In Client Tax Professional Tag Out Person inside circle initiates Tag In Person outside circle initiates
8.
Compare/Contrast First Impressions
WB 72
9.
10.
11.
12.
13.
Price/Value WB 78-79
This is a sample screen - it is not Jose’s information.
14.
15.
Last Impression WB
80-81
16.
17.
Last Impression -
Compare/Contrast WB 82
18.
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