Client Acceptance and Onboarding (including conflicts) - how do you do it?
Client Acceptance and Onboarding
Thursday 16 August
Host Venue Details
Level 22, 140 William Street
If you are unable to attend at the host location you can join local members at 18+ regional hubs across Australia and New Zealand or participate online from your desktop.
Mike Brookes will lead a roundtable discussion about accepting and onboarding new clients. This will include a discussion of when (and how) to refuse to act for clients on ethical grounds, as well as the sorts of checks that should be performed before taking on a new client (and signs that you shouldn’t act).