Client selection & tracking worksheet
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Client selection & tracking worksheet

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The Client Selection and Tracking Worksheet is included in the Select step of the Trusted Client Adviser process. The Client Evaluation Tool used in conjunction with the Good Fit Client Tool will assist you in identifying clients of whom you believe would be receptive to and benefit from your Trusted Client Adviser services.

The Client Selection & Tracking Worksheet should be used to take the awareness you have gained by utilizing the Client Evaluation Tool and the Good Fit Client Tool and use it to select which of your existing clients are the most likely to be receptive to the Trusted Client Adviser services you can provide. As a suggested first approach to potential Trusted Client Adviser clients, consider selecting existing clients who ranked highly in the client evaluation and who fit your requirements as being a good fit client. Track your progress with these potential Trusted Client Adviser clients from your first request for an initial consultation to the acceptance of your Trusted Client Adviser proposal.

Download the Client selection & tracking worksheet

File name: client-selection-tracking-worksheet.xlsx

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