If You Have an Intimate Relationship . . .

with a client . . .

DO:

• Be open to evaluating its effect on your work performance
• Be sensitive to its impact on your relationships with others at work
• Be willing to talk about it with a trusted professional or friend
• Refer your client to another advisor, preferably not in your firm

DON’T:

• Assume that your ability to think clearly is intact
• Insist that this is your own private business with no effect on anyone else
• Sneak around and try to keep it a secret (you won’t succeed)
• Make yourself a beneficiary in their will (don’t even think about it!)

with a colleague . . .