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whats happening financial coaches is pete here hey i want to talk to you today about the confidentiality that you have in your client agreement so if youre bringing on clients youre having them sign an agreement youre probably saying listen everything that we talk about is entirely confidential and generally thats wrong generally that should be wrong and here are some exceptions that you need to think about when you put something like that in your contract and i would be explicit about these things in your contract as well now in most cases its good to be uh keep everything that you get from a client confidential and in some cases because youre not licensed youre not certified those types of things you know in a licensed role you are kind of bound by some of these things you know finra has some regulations around it and so you have to keep things confidential in some cases i cant acknowledge whether someone is a client or not you know i can if they give me permission to but ce