In the interests of fostering open and frank conversations with your client to lay down what each of you expects from one another, we have clipped part of a talk…

The lack of clearly understood expectations is the source of much strife in relationships, the cause of most conflicts, and the beginning of poor performance. For this reason one of…

Pre-conditionsThe client is attending the meeting.Outcome optionsThe client consents to existing terms but modified to the New World.The client upgrades the relationship in the New World.The adviser/client disengage.InstructionsRemember, there’s no…