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Clarity on Two Sides: A Decision Memo for High-Stakes Client Advice

Clarity on Two Sides: A Decision Memo for High-Stakes Client Advice

High-stakes client decisions often arrive in a folder of analysis rather than a clear recommendation. A two-page decision memo forces the adviser to distil the choice, record the advice and show the client’s decision. Used properly, brevity becomes a risk-control tool rather than a shortcut.