Cindi Hill
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Tag Archives: privacy concerns
Wire transfers – things to consider
Some things to consider when you receive a request for a wire transfer or check from a client: Confirm the request with the client via phone BEFORE you send them anything to sign. If a hacker is controlling their email, … Continue reading
Red Flags for Client Well-Being
When should a trusted advisor start to worry? This information is compliments of Shorkend Care Management Advisors are used to clients being independent and competent What signs should you look for that may suggest that they are in need of … Continue reading
