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Fair value measurement: People: Communication, Foundational
Personal financial planning: People: Communication, Foundational
2 Comments/Reflections
Briege Johnstone Feb 2018
This article highlights of not only contacting the client annually, or in case around renewal of policies.
The importance of building relationships / reading the situation - be it the type of company / individual will reap benefits when things do become difficult..
Sharon Green Jan 2017
Useful pointers for how to deal with tricky situations.
2 Comments/Reflections