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I agree and so appreciate the details all of you have written. May I get a copy of the consent form as well?
I have a new client that wants me to give money to her son and her husband because they take advantage of her. It is a little unusual so I am not exactly sure how to proceed.
Thank you so much!
MichelleHi Cari Dawson – would you be willing to share your consent form? Or anyone else who includes language in their contract. I am just starting my business and this is a topic that I have been asking about with several others.
Heather – I like the idea of using LastPass, I use it personally and didn’t even think to use it to manage clients accounts.
Pam Adams
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