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CLIENT TYPE
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Inbound Lead
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Recent Kit Recipient (0$)
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Aging Kit Recipient (0$)
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Existing 0$ Lead (Re-Engagement)
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Existing Buyer – Physical Metals
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Existing Buyer – Gold IRA
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Existing Buyer – Hybrid
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Existing 0$ Lead – Prior Cancellation
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Existing Buyer – Prior Cancellation
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Referral
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DMT Lead
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EDS Lead
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HNW / Heavy Exposure Client
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Unknown
ACCOUNT EXECUTIVE INTENT
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Discovery
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Presentation
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Close / Commitment
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Re-Engagement / Re-Interest
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Expansion
Primary Concern
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Protection
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Growth
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Dollar
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Trust
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Geopolitical Conflicts
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Current Political Leadership
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Outliving Assets
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Leaving Lasting Legacy / Generational Wealth
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Market Volatility
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Political Uncertainty
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Taxes
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Counterparty Risk
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Privacy
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Unknown
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Other
Assets
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Cash
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Checking
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Savings
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CDs
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Money Market
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Brokerage Account
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Stocks
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Bonds
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Annuity
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Non-Qualified Annuity
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Life Insurance Cash Value
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Traditional IRA
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Roth IRA
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401(k)
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403(b)
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457 Plan
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TSP
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Qualified Annuity
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Existing Gold IRA
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Property Sale Proceeds
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Land Sale Proceeds
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Unknown
Asset Allocation
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Heavy Cash
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Heavy Banking Assets
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Heavy Stocks / ETFs
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Heavy Bonds
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Heavy Annuities
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Heavy Retirement Assets
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Unknown
Communication Style
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Auto Blend
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NEPQ
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Chris Voss
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Straight Line
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Challenger
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Dale Carnegie
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Cialdini
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