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Tips From the Pros: Screening Clients To Avoid Problems Before They Develop

Charles A. Redd highlights several client intake considerations that should be examined carefully before accepting a new client engagement.

In our zeal to build a book of business, there may sometimes be a temptation, when a potential client presents at our door, reflexively to say “yes” without adequately assessing possible negative consequences. However, there are several client intake considerations that should be examined carefully before accepting a new client engagement.

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