Good fit client tool
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Good fit client tool
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Good fit client tool

1 year ago · 107.9 KB Download

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The Good Fit Client Tool is included in the Select step of the Trusted Client Adviser process. Use this tool in conjunction with the Client Evaluation Tool to assist you in selecting the best client candidates to offer Trusted Client Adviser services. Use the Client Selection and Tracking Worksheet to list these clients and track your progress.

The Good Fit Client Tool can be used to determine those factors that you think make an ideal client for your firm. If the client does not meet your ideal criteria, investigative questions are provided to determine ways to move clients up the scale in becoming a good fit for your firm. There are blank spaces for you to fill in additional client attributes specifically desirable to your unique firm.

Download the Good fit client tool

File name: Clients-and-brand-good-fit-client-tool

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