Our monthly briefings are prepared by AIGP-certified advisors with regulatory expertise. Each month you receive a 5 to 7 page brief in plain English that identifies key changes since the last briefing and updates relevant to your practice areas and focus areas, explains why they affect your client relationships and strategic priorities, and recommends one strategic move for the next 30 to 90 days. We include a leadership call to discuss strategic adoption and a one-page action list with owners and dates. The focus is practical: ethics, confidentiality, quality, client expectations, and reputation. This is a strong option for solo practitioners and firms that want actionable updates without noise.
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