TODAY. TOMORROW. . FUNNEL’ ˜_relationshipfundingmodel_ttf_061313 TODAY. TOMORROW....
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‘FUNNEL’ fi_relationshipfundingmodel_ttf_061313 TODAY. TOMORROW. FOREVER. A RELATIONSHIP-BASED FUNDING MODEL. TODAY TOMORROW FOREVER TRANSFORMATION (ESTATE) (ASSETS) (CASH) LEGACY + LIFETIME RELATIONSHIPS ANNUAL OPERATIONS PRIORITIES
Transcript of TODAY. TOMORROW. . FUNNEL’ ˜_relationshipfundingmodel_ttf_061313 TODAY. TOMORROW....
‘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
