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TM Document C132 2009 Standard Form of Agreement Between Owner and Construction Manager as Adviser AGREEMENT made as of the day of December in the year two thousand nine (In words, indicate day, month
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Step 1: Gather all necessary information and documents such as financial statements, project plans, and client information.
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Step 2: Identify the specific tasks and responsibilities of the manager as an adviser. This may include providing guidance on financial strategies, analyzing market trends, and making investment recommendations.
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Step 3: Assess the current situation and goals of the individual or organization seeking advice. This will help tailor the advice and recommendations to their specific needs.
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Step 7: Continuously evaluate the effectiveness of the advice and make adjustments as needed. Regularly reassess the client's goals and objectives to ensure that the advice remains relevant and aligned with their changing needs.
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Step 8: Maintain open and regular communication with the client to address any questions, concerns, or new developments that may arise.
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Step 9: Stay updated on industry trends, market changes, and regulatory requirements to provide the most up-to-date and relevant advice to clients.
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Step 10: Always act in the best interest of the client, maintaining professionalism, confidentiality, and ethical standards throughout the advisory relationship.

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