Master Glossary
The master glossary of terms and acronyms associated with the Trusted Advisor Toolkit™.
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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