Define the working relationship
A productive financial relationship requires agreement on scope, responsibilities and the way decisions are communicated. Service expectations should be documented rather than inferred from a premium label.
Make information useful
A consolidated discussion of objectives, constraints and outstanding decisions can help prevent fragmented thinking. Reporting should distinguish observations, assumptions and actions requiring approval.
Set expectations early
Discuss the support you need, the account access appropriate to your relationship and how ongoing communication should work. Clear priorities and agreed responsibilities make service more personal and useful.