During a chat with a very young (and obviously talented) AI developer, it dawned on me that the millennials we are doing business with place a very different meaning on trust and integrity....
We host events for accountants and professional advisers on the third Wednesday of every month.
These events are designed to activate conversations, share knowledge and elevate the advisers driving businesses forward.
We have created these Standard Terms and accompanying Proposal Guidelines to protect designers from engagement risks and to encourage best business practice.
Yodal supports advisers in building a lucrative Estate Planning business, unlocking opportunities for deeper client conversations and developing inter-generational relationships.
Check out Yodal’s revamped look!