The topic for our July Fee Builder resource covers risk assessment and how do we assess the risks of working with our clients in the post COVID economy?

There is a two-way benefit for practitioners if they engage in this process:

You will have a more grounded appreciation of the risks of working with different client at-risk groups, and
You can use the process we suggest to help your client assess the changing risks in their customer base.

This month’s pack includes:

  • A staff update to warn of post-COVID changes to assessing and managing client risk.
  • A client information update to help assess changing customer risk profiles.
  • A document that explains the scope of the resources provided and implementation suggestions.

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