Decision-Making Guide
Modernizing and transforming your practice to adapt to changing business needs, client expectations, new regulatory and compliance requirements and quickly evolving technologies IS challenging.
This challenge turns to significant business disruption, including loss of time, effort and money, when you have no process in place and decisions are misaligned with three important factors. Your obligations, your capacity, your ONGOING commitment.
Client Note-Taking Workbook
Clients have obligations, too. And one of those obligations includes documentation. Like you, clients should be encouraged to take notes of your meetings, phone calls and other interactions. This helps ensure a shared understanding, mitigates risk and ultimately builds a better relationship.
This workbook provides a sample of a simple process clients can follow, with your guidance to take notes with a consistent process.
THE TECH
Knowledge Management System
Advisor Note-Taking
