TRS Investment Story A SelectSmart.com Flowchart by RMTraining To print this page, right mouse click, open "Print preview", "Print" or a similar option depending on your browser, then use the controls to size this page appropriately. Go to SelectSmart.com/flowchart/flowchart.php?id=1001519 for the original version of this flowchart. Find and create other free decision making tools at SelectSmart.com. Use our interactive selectors to find the best college, best career, right religion, most appropriate dog breed, best college major and more.

SelectSmart.com® Make Your Own Flowchart © SelectSmart.com. All Rights Reserved.

Deliver the Investment Component of the TRS Story                 Start the Conversation Introductions are complete. The advisor wants to learn more about products. You give a high-level approach on all. NO You ask them more questions about their firms goals.     YES NO   They thank you for the information and tell you they will be in touch. You say you will send some material to them. You learn they are trying to get into new markets such as NQ. You say "MTBG offers these benefits."     YES YES   Meeting Ends! They want another meeting with you and someone from MTBG.