Master Glossary
The master glossary of terms and acronyms associated with the Trusted Advisor Toolkit™.
- NIC
- Non-Ideal Client
- 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™)