Accelerate Series | Turn Needs Analysis Into Effective Conversation: Target-Map Best Practices
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SA Accelerate Series: Retirement Target-Maps in Asset-Map
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Last Updated: October 30, 2026
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Summary
Learn how to elevate your financial planning conversations using Asset- Needs analysis can turn into a wall of numbers fast. Funding gaps, assumptions, and scenarios can feel daunting, causing clients ... This video show the basic features of displaying excel data in Join Kirsty du Toit (Director of Financial Planning) to review the fundamentals of creating retirement