In this video, we will discuss the significant risks businesses face when providing customer guidance. While expertise can help customers thrive, a perceived failure to deliver on promises can result in legal action.

This is also true when third-party partners do not provide expected services. We will explore several strategies to limit exposure, such as conducting risk assessments and exposure audits, being clear and consistent with employee responsibilities, and implementing quality controls with third-party partners.

We will also discuss the importance of transparent client communication, conflict disclosure, contractually defining service offerings, building strong customer relationships, and obtaining comprehensive professional liability insurance policies. If you want to protect your business and reputation, this video is for you.

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