client-communication
2 free lessons tagged client-communication across Business. Each one is a short sequence of focused steps with narration and a five-question quiz at the end — take them in any order, no signup required.
Research, Memos, and Explaining a Position to a Client
The advisory workflows in detail: framing an issue, running research so the model finds authority instead of inventing it, drafting a memo that does the job a memo exists to do, reviewing documents for tax consequences, and turning a technical position into something a client can act on.
Meeting Prep, Notes, and Client-Ready Outputs
The four workflows that recover the most advisor time: preparing for a review, capturing and documenting the meeting, producing client-ready written output, and digesting research. What each needs as input, where the Marketing Rule engages, and the review that has to happen before anything reaches a client.