There are two good reasons why you need to inform clients about the impending deadline, 31 October 2019, and its consequences for their business and personal financial circumstances.
- Clients need to know you are watching their back, and
- No advice is bad advice, you should be covering PI risks “You never told me about that…”
Bob Edwards has written a two-page update that we suggest you send to all your clients and prospects. We have kept the text to the point and promoted what we consider to be the minimum action required in response to recent political changes.
The update covers the above issues by:
- Demonstrating that you are responding to recent developments, and
- Providing sensible advice.
If clients don’t respond at least you can evidence that you did provide heads-up commentary.