This is Prudie Phones a Friend, a new feature where Jenée Desmond-Harris calls a few experts for their advice to a letter writer. Submit questions to Prudence here. I’m a licensed therapist ...

The client letter is designed to help advisors deliver personalized advice at scale. From within any client’s strategy, advisors can open the client letter builder, select a template, and create ...

Direct advice usually, albeit unintentionally, sets up a lose-lose situation for most therapists and their clients: client disempowerment, dependence, and/or anger, and therapist liability, along ...

Learn more about the purpose and value of client care letters for architects offering advice to clients in respect of their duties under the new Building Regulations. 12 October 2023 Writing client ...

RIBA client care letter templates are provided exclusively for RIBA Members to support advice to clients in respect of their duties under the CDM Regulations and new Building Regulations in England.

LOS ANGELES, February 25, 2025--Libretto, the innovative advice platform empowering financial advisors and family offices with total wealth financial planning and investment software, today announced ...