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    Use Retainers Agreements to Establish Good Communication Policies

    WealthManagement.com
    Feb 25, 2019

    Sandra D. Glazier, Martin M. Shenkman 

    Clear and open communication is key to getting the facts necessary to effectively
    represent a client.

    The retainer agreement/engagement letter can help establish policies to encourage
    good communication.

    Read their commentary here.

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