The Relevance Conversation Around Wealth; Building, Managing, Selling or Transfer of Wealth

20 “C’s” Qualitative Metrics

Solid quantitative metrics combined with this qualitative tool offers the following: o A holistic ability to benchmark past, current and future family/advisor progress. o Helps prioritize and align advisor and family activities. o Differentiates the “soft” and/or “technical” advisor who taps into new bodies of

knowledge or centers of influence. o Allows for better, more meaningful and enduring relationships with better client

outcomes. o Trains advisors to have “better” conversations with higher retentions and happier

clients. Please contact Robin for assistance in utilizing this qualitative tool with families, staff and

advisors. Please contact Robin for assistance in assessing the output of family members, staff and

advisors, and where there are gaps. Participant providing input is (check one):

Generation 1 Generation 2 Generation 3 Generation ________(input) Staff Advisor Other ___________________________________ Name: _________________________________ (required)

The Relevance Conversation

Around Wealth; Building, Managing, Selling or Transfer of Wealth

20 “C’s” Qualitative Metrics

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PH: 1-646-328-1982 or 1-(619) 342-3676

First Generation Members

First Generation & Rising Generations

Between Family & Advisors

Advisors, Management & Staff

First Generation Members

First Generation & Rising Generations

Between Family & Advisors

Advisors, Management & Staff

I. CALM, CLARITY & COHERENCE How Important is Calm

-3 not -2 -1 0 neutral 1 2 3 very

How Important is Clarity -3 not -2 -1 0 neutral

1 2 3 very

How Important is Coherence -3 not -2 -1 0 neutral

1 2 3 very