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

5 months ago · 107.9 KB Download

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Any client is a good, right? This may be your first instinct starting out as an independent financial professional (IFP) and building your client base from the ground up, or even as an established professional looking to take on new work.

However, engaging a client that isn’t a good fit with your purpose, processes or ways of working could make for a difficult or time-consuming relationship that impinges on your career progress or work with other clients.

The ‘Good fit

Download the Good fit client tool

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

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