Master Glossary
The master glossary of terms and acronyms associated with the Trusted Advisor Toolkit™.
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DCP
- Deliverables Checkpoints™
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DCS
- Director of Client Services
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Deliverables Checkpoints™
- 142 Action items completed annually to support The Ten Client Deliverables™.
The Deliverables Checkpoints™ are the supporting checklist items which comprise The Ten Client Deliverables™ and must all be completed annually for ever Ideal Client. -
Deliverables Team
- The "oversight team" (including Subject Matter Experts) that oversees client implementation and ensures every Deliverables Checkpoint™ "gets done" and provides comprehensive financial services to your Ideal Clients.
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DRPM
- The Dry-Run Prep Meeting™
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DSM
- Deal Structure Meeting™
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DT
- Deliverables Team
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DTM
- Deliverables Team Member(s)
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DTRT
- The Deliverables Team Roundtable