Financial advosor shaking hands with a client
Resources

Make your case tool

Jul 31, 2022 · 194.1 KB Download

FIRM MEMBER

EXCLUSIVE

Resource

available

The Make Your Case Tool is included in the Initiate step of the Trusted Client Adviser process. Use this tool to present your ideas to the client manager.

Once you have identified a potential Trusted Client Adviser engagement, whether after an initial client consultation or on your own while completing current client work, you will need to get buy-in from your client manager. Use the Make Your Case Tool if you do not know how or when to present

Download the Make your case tool

File name: make-your-case-tool

Reserved for PCPS Members

Already a PCPS Member?

Log in with your account
 
Forgotten email
Forgotten password

Not a PCPS Member?

To gain access to exclusive content, your first step is to join the AICPA & CIMA.

Exclusively for

Mentioned in this article

Topics

Subtopics

Manage preferences

Related content

}