This document outlines the tiering instructions for USPB clients in 2015, including steps to review and fill in data related to client relationships, prospects, and financial metrics. It includes specific instructions for filling in data based on client tiers and relationship classifications.
documents/vol00010-efta01472405-pdf.pdf
{"title":"USPB 2015 Client Tiering","key_people":["Paul Morris"],"document_date":"2015","document_type":"tabular","document_subtype":"worksheet","key_organizations":["SOUTHERN FINANCIAL","JSC INTERIORS LLC"]}