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Client Substantiation File videos

Transcripts for our Client Substantiation File videos.
Client Substantiation File: Introduction
Transcript of a video of Stuart Cormack introducing our Client Substantiation File.
Client Substantiation File: Templates and checklists
Transcript of a video of Stuart Cormack describing the templates and checklists in our Client Substantiation File.
Client Substantiation File: Information requests and questionnaires
Transcript of a video of Stuart Cormack describing the information requests and questionnaires in our Client Substantiation File.
Client Substantiation File: Examples (fraud and using an expert)
Transcript of a video of Stuart Cormack describing two sections in our Client Substantiation File on fraud and using an expert.
Client Substantiation File: Conclusion
Transcript of a video of Stuart Cormack talking about our Client Substantiation File.