Family Tree Exercise
Map who is on the tree before you measure how connected you are to them.
Use this worksheet to map the full family structure around a core client relationship before moving into heir connection strategy. This live page is interactive, but it uses initials-only and keeps worksheet entries local to the browser.
How It Works
- Enter advisor details once to unlock the worksheet.
- Complete the live worksheet using Client Initials only.
- Download the exact original blank PDF or a second PDF populated with the entered data.
Privacy
To protect client privacy, the worksheet uses initials only and the family mapping data is not sent to HubSpot. Only the advisor's lead details are captured on submit.
Tell us a little about you
Complete your contact information to begin the worksheet and access both download options.
Interactive Worksheet
Complete the live worksheet below with initials only, then choose whether you want the original blank PDF or the completed data PDF.
Use It First
Start here before the Next Gen Audit so you have the full family map in place.
Initials Only
Use client and family initials rather than full names anywhere you enter identifying information.
Two Downloads
Download the original attached worksheet or a completed PDF generated from your live entries.
The Family Tree Exercise
Map who is on the tree, before you measure how connected you are to them.
This exercise has one job: identify every person on a client's family tree. It is not scored, and it is not about relationship strength. That comes next, in the Next Gen Audit. This is the map you build first.