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Lesson Category: Terms of Engagement
Engagement meeting Prep – Terms of Engagement
This short video explains the key sections of a Terms of Engagement - a crucial engagement document consisting of an outline of objectives of work, scope and priority of the adviser's approach and an estimate of fees.
How to write a Certainty Advice Terms of Engagement letter
Jim takes you through the concept, implementation and best practices for writing and using a Terms of Engagement as your primary engagement document.