The document you need on file for every client
In part six of a multi-part series, “Keeping your practice compliant,” Ellen Bessner, partner, Babin Bessner Spry LLP, and Dan Richards, CEO, Client Insights, discuss why you need a power of attorney document from every client, and give tips on when and how to broach this issue in a positive way.
- By: Dan Richards, Ellen Bessner
- July 18, 2016 November 9, 2019
- 05:30