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21 DECEMBER 2024
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Day
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Saturday, December 21, 2024 - 20:18
Firm Name:
Name:
Email Address:
Phone Number:
PROSPECTIVE CLIENT INFORMATION
1. Type:
- None -
Private
Corporate
Both
2. Name of Prospect:
3. City and State where located:
4. Contact Person:
(name and title, if appropriate)
5. Ultimate Decision Maker:
(name and title, if appropriate)
6. Financial Summary:
If Private, indicate Net Worth; If Corporate, indicate number of employees
7. Strength of Relationship:
- None -
Current Client/Personal Relationship
Strong Referral
Moderate
Indirect Relationship
Uncooperative
8. Referral Potentional:
- None -
5+ Referrals
1-3 Referrals
None
9. Competition:
- None -
Yes
No
If yes, please indicate name and strength of relationship of all competitors (including incumbent)
10. Existing Advisor(s) - Name & Service Offering:
11. Case Specific Comments:
AREAS OF INTERST
Overall to TWC
Yes
No
Personal Planning
Yes
No
Personal Investments
Yes
No
Personal Insurance
Yes
No
Executive Benefits
Yes
No
Employee Benefits
Yes
No
Voluntary Benefits
Yes
No
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