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iRubric: SHC Client Relationship Score rubric

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SHC Client Relationship Score This rubric is to be used to assess the value of a current SHC client relationship using various weighted criteria so that we can better identify the relationships that need to improve. Rubric Code: HX9677A By SHCWM2018 Ready to use Public Rubric Subject: Finance Type: Assessment Grade Levels: (none)

Client Asset Data 100 % This rubric assesses each clients' total financial picture
	Poor 2 pts	Fair 4 pts	Good 6 pts	Excellent 8 pts	Iconic 10 pts
Recurring Revenue 40 % Amount of money earned each year on a recurring automatic basis	Poor	Fair	Good	Excellent 8	Iconic
AUM 15 %
	Enter Title 2 pts	Enter Title 4 pts	Enter Title 6 pts	Enter Title 8 pts	Enter Title 10 pts
Assets Under Management 15 % Total Assets SHC Manages	Enter Title	Enter Title	Enter Title	Enter Title 8	Enter Title
Investment Platform 15 %
	Enter Title 2 pts	Enter Title 4 pts	Enter Title 6 pts	Enter Title 8 pts	Enter Title 10 pts
Investment Platform 15 % Type of investment platform they are invested in.	Enter Title	Enter Title	Enter Title	Enter Title	Enter Title 10
Potential New Business 10 %
	Enter Title 2 pts	Enter Title 4 pts	Enter Title 6 pts	Enter Title 8 pts	Enter Title 10 pts
Potential New Business 10 % Assesses the amount of new business that could be attained	Enter Title	Enter Title	Enter Title	Enter Title	Enter Title 10
Engagement: Review Meetings 10 %
	Enter Title 2 pts	Enter Title 4 pts	Enter Title 6 pts	Enter Title 8 pts	Enter Title 10 pts
Engagement Review 10 %	Enter Title	Enter Title	Enter Title	Enter Title	Enter Title 10
Engagement Money 10 %
	Not Signed Up 0 pts	Enter Title 4 pts	Enter Title 6 pts	Enter Title 8 pts	Enter Title 10 pts
Engagement: Money 10 % Engagement by attending most scheduled Review Meetings	Not Signed Up 0	Enter Title	Enter Title	Enter Title	Enter Title
Retention Potential after Death 5 %
	Enter Title 2 pts	Enter Title 4 pts	Enter Title 6 pts	Enter Title 8 pts	Enter Title 10 pts
Retention after Death 5 % Chance we retain assets upon client passing away. Kids as client, etc.	Enter Title	Enter Title 4	Enter Title	Enter Title	Enter Title
Relationship with Strategic Parters 5 %
	Enter Title 2 pts	Enter Title 4 pts	Enter Title 6 pts	Enter Title 8 pts	Enter Title 10 pts
Relationship with Strategic Partner 5 % Client has an established relationship with one of the firms we work collaboratively with on client cases	Enter Title 2	Enter Title	Enter Title	Enter Title	Enter Title