Client Bill of Rights

Paul FennerPersonal Finance

The value of real advice - client rights - Client Bill of Rights | Tamma Capital

I was reading an article recently which was focused on what would constitute a Client Bill of Rights.  A Client Bill of Rights simply put is what are the expectations that a client has of his/her advisor. So in talking with a few of my clients I came up with the following of what I seek to provide in order … Read More