Master Glossary
The master glossary of terms and acronyms associated with the Trusted Advisor Toolkit™.
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FRM
- Financial Road Map®
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FRMU
- Financial Road Map Update™
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GPO
- The Goal Progress Outlook™
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GPS
- The Greatest Probability Strategy™
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GTG
- The Go-To-Grid™
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IAM
- Internal Agreement Meeting
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IC
- Ideal Client(s)
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ICC
- Ideal Client Community
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ICI
- The Initial Client Interview™
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ICP
- Ideal Client Profile
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Ideal Client
- A client (often two spouses) who meets specific criteria established by the Trusted Advisor describing characteristics (both qualitative & quantitative) of the client best served.
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Ideal Client Exception
- Any Non-Ideal Client who has been granted an exception to the Ideal Client Profile, is receiving complete and full Ideal Client service (The Ten Client Deliverables™, 100% of the Deliverables Checkpoints™, and Truly Comprehensive Financial Services™, and has nevertheless been invited into the Ideal Client community.
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IDM
- Initial Discovery Meeting™
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ILEP
- The Ideal Life Evaluation Program
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IM
- The Implementation Meeting™
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Inner Circle
- An application-only group that indicates you are on-track with implementing comprehensive financial services, and you are ready for more advanced content from us.
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IPU
- The Initial Progress Update Meeting™
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ITL
- Insurance Team Leader
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Lifetime Capital Projection
- A schedule showing year-by-year inflows & outflows for every year forward to the end of an Ideal Client's life.
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MM
- Money Manager
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NIC
- Non-Ideal Client
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Non-Ideal Client
- Any client who does not meet the Ideal Client Profile. Non-Ideal Clients should not be offered fully comprehensive financial services reserved for Ideal Clients (EX: Non-Ideal Clients are not promised The Ten Client Deliverables™ nor offered The Three Meeting Process™)
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OIA
- Office in Action (VBFPO)
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OMP
- The Online Meeting Plan™
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OWNW
- Old World/New World™
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PA
- Personal Assistant
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POA
- Power of Attorney
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Potential Ideal Client
- Any person or couple who meet all aspects of your Ideal Client Profile, but have not hired you.
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PR
- Primary
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QOL
- Quality of Life