1. High Integrity:

• Honest, ethical and transparent.
• Trustworthy...Do the right thing, every time!
• Represent the Client’s interests ahead of self or others.
• Disclosure of known, or potential, conflicts of interest.
• Privacy and confidentiality respected, protected and managed responsibly.
• Keep promises and deliver as expected.
• Acknowledge and take responsibility for mistakes or errors.
• Committed and steadfast throughout the entire engagement.

‍2. Client Advocacy:

• Fiercely protect Client’s interests from potential abuses, threats or unqualified advice.
• Act as an intermediary between client and other service providers to bring about agreement, consensus, or reconciliation.
• Encourage and respect family and/or other Client support systems.
• Respectfully and professionally collaborate with client’s other service providers.

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3. Open Communication:

• Two-way communication with feedback loop.
• Timely and relevant, and respects Client’s preferred method of communication.
• Direct, professional, and respectful.
• Forthright and honest, not just what Client wants to hear.
• Be patient when explaining complex concepts or topics.

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4. Dependable Service:‍

• Responsive, reliable, and resolute.
• Proactive, resourceful, and best-in-class follow-through.
• Consistent client service experience from all company employees.

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5. Exemplary Results:

• As proposed, on time, and within budget.
• Solution oriented.
• Deliver creative, “outside the box” strategies and problem solving.
• Celebrate successes.

6. Strong Client Relations:

• Non-judgmental, humble, and supportive.
• Reduce Client’s stress and anxiety.
• Identify and mitigate Client’s risks and liabilities.
• Encourage, listen, and validate questions, concerns, and comments.
• Client feedback is acted on...implemented thoroughly, decisively and timely.

‍7. Unparalleled Expertise:

• Exhibit high-levels of industry-specific expertise and proficiency.
• Broad general knowledge of industry-related subject matter.
• Experienced, prudent, and exercises sound judgment.

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8. Rigorous Project Management:

• Ongoing monitoring and oversight.
• Detailed project or implementation timeline and checklist.
• Timely communication of project challenges or complications including recommended action items.
• Frequent updates of project status and timeline.

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9. Bona fide Fees:‍

• Judicious and sensible.
• Scope of services and related fees are clear, understood and agreed to prior to commencement.
• New or additional charges or fees are satisfactorily communicated (why and how much) and require Client pre-approval.
• Invoicing and payment processing is easily understood, convenient, and user friendly.