today. tomorrow. . funnel’ ˜_relationshipfundingmodel_ttf_061313 today. tomorrow....
TRANSCRIPT
‘FUNNEL’
�_relationshipfundingmodel_ttf_061313
TODAY. TOMORROW. FOREVER.A RELATIONSHIP-BASED FUNDING MODEL.
TODA
YTO
MO
RRO
W
FORE
VER
TRANSFORMATION
(ESTATE)
(ASSETS)(CASH
)
LEGACY +
LIFETIMERELATIONSHIPS
ANNUALOPERATIONS
PRIORITIES