Tiering 2015 TIERING INSTRUCTIONS: USPB 2015 Client Tiering In general, fill in all cells that are highlighted. Specific details below and on the "worksheet guide" tab Source: Dbforce Output 1.12.2015 Step 1: Review all data to confirm accuracy/indicate if some thing has changed since 2013 Step 2: Fill in the yellow blanks (the key data points) Total Relationships SUBTOTAL(3,F11:F113)=103 Step 3: Fill in green blanks (will only see green if customer is tier 1 or 2 and has no industry group) Clients COUNTIF(G11:G113,"Client")=10 Step 4: Fill in red blanks (will only see orange if customer is prospect and has no revenue potential) Prospects G5-G6=93 Sorted by Client/Prospect--> Tier--> Rel Name GCIS Customer Number GCIS Number Customer ID Function Relationship Since Relationship Name Client/ Prospect Customer Owner CBV 2014 Rev 2014 Relationship Tier Estimated Re lationship Net Worth Estimated Relationship Investable Assets Breadth of Client Needs (44 o f products) Estimated Total Revenue Potential ($M per annum) Estimated Revenue from New B usiness in the coming year If No Potential Prospect, keep relationship Active? Strength of YOUR Relationship with Customer (1-5, 1 is strongest) Relationship Segment If Relationship Segment is "Other," Describe Other 00000483290 483290 0016000000piPnF Banker 8/26/2013 SOUTHERN FINANCIAL RELATIONSHIP Clie nt Paul Morris 3.3051381928021E8 779754.40019 Tier 1 >$500 M >$500 M 3 - 4 >$50 OK $100 - 250K 2-Top advisor for select product(s) Entrepreneur Financial Institutio ns 00000456320 456320 0016000000Q9L2H Banker 10/28/2010 LEIMER, DOMINIQUE RELATIONSHIP die nt Paul Morris 3040.71557 22.84132 Tier 3 <$10 M <$10 M 1 - 2 $50 - 100K EFTA01472405