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Client selection & tracking worksheet

Jul 31, 2022 · 329.2 KB Download

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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

Download the Client selection & tracking worksheet

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

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