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you Iamp;#39;m Kelly Macdonald senior vice president and team leader at a on risk solutions my team and I are excited to bring you the next video in our financial advisory risk management series as a financial advisor you have a duty of care to your clients this is a legal obligation imposed on you as a financial advisor which requires you to adhere to a standard of reasonable care while performing professional services for or on behalf of others your clients rely on you for your knowledge and advice make sure youamp;#39;re always protecting yourself and your clients by following best practice guidelines here are some examples now the product guidelines disclosed explain all product information to the client remember placing clients and similar products may still require updated information from into your client catch up with your clients regularly track their life milestones and update kyc forms not only can this help bulletproof your practice it can help strengthen your rel