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Thought Leader Series: The Five Secrets to Successful Business and Estate Counseling: How to Avoid Ethical Conflicts

Thought Leader Series: The Five Secrets to Successful Business and Estate Counseling: How to Avoid Ethical Conflicts

What you’ll learn: Secret No. 1: How to identify the client—tougher than it appears! Secret No. 2: Interesting (and a few mundane) ways to avoid conflicts of interest. Secret No. 3: How to steer clear of confidentiality issues that may come back to haunt you. Secret No. 4: The right ways...and wrong ways of getting paid for your fees. Secret No. 5: Deftly dealing with your duties.

Thought Leader Series: Deepening Client Relationships with Life Planning