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 FRM

Financial Road Map®

 FRMU

Financial Road Map Update™

 GPO

The Goal Progress Outlook™

 GPS

The Greatest Probability Strategy™

 GTG

The Go-To-Grid™

 IAM

Internal Agreement Meeting

 IC

Ideal Client(s)

 ICC

Ideal Client Community

 ICI

The Initial Client Interview™

 ICP

Ideal Client Profile

 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.

 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.

 IDM

Initial Discovery Meeting™

 ILEP

The Ideal Life Evaluation Program

 IM

The Implementation Meeting™

 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.

 IPU

The Initial Progress Update Meeting™

 ITL

Insurance Team Leader

 Lifetime Capital Projection

A schedule showing year-by-year inflows & outflows for every year forward to the end of an Ideal Client's life.

 MM

Money Manager

 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™)

 OIA

Office in Action (VBFPO)

 OMP

The Online Meeting Plan™

 OWNW

Old World/New World™

 PA

Personal Assistant

 POA

Power of Attorney

 Potential Ideal Client

Any person or couple who meet all aspects of your Ideal Client Profile, but have not hired you.

 PR

Primary

 QOL

Quality of Life