The CFP Board has released two sample engagement letters that CFP professionals can use to help inform clients on information they are required to provide under its Code of Ethics and Standards of ...

[For an updated list of sample cover letters, check here.] Cover letters are one example of how to put buyer offers above the competition, and looking at how tight inventory is in today’s market, ...

The letters you send to clients announcing a merger or acquisition should reassure in order to retain. These samples suggest what to say to clients of the predecessor and successor firms: We are ...

The CFP Board has released two sample client engagement letters that are designed to help certificants comply with the board's new code of ethics. The letters were drafted with input from CFP ...

Clients have faint understanding of what lawyers do. This is an indictment, considering how much communicating lawyers do with this captive and interested audience. In fairness, clients accept lawyers ...