BLOG
(1). When you tell your client (usually in an innocuous letter they’re not going to read) you’re going to do something unless they tell you not to. Why, you sneaky, little ….
“Yeah, go ahead and sell. We gave them a chance to object already. That’s negative consent, in my book. Fire away.”
(1). When information, documents, papers, emails, etc. are placed into a physical or digital folder for organizational ease of use.
“My secretary will folderize all of my invoices according to month so she can file them away appropriately.”
Props to Brad for the submission.
(1). The absolute minimum you need to do to not get in trouble with the Feds.
“This sounds like it’s going to cost a lot of money to get this done. What’s our baseline suitability obligation here? Do we really need to have a system that works THAT good?”
