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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™)