A client who keeps a Wealthbook arrives with the record already written: the properties, the structures, the accounts, the story. You are invited into the pages that concern you and see exactly what they see.
Into the pages that concern you and no others, for as long as you look after them. When the engagement ends, so does the invitation.
What you did for them and when, where the client never sees it, handed over as evidence when someone asks.
The properties, the structures, the accounts are already in the book. Nothing lost when they move on.
Wealthbook is not regulated and gives no advice. It keeps the record. Your advice is yours, and the client’s adviser is always a regulated firm.
Your own notes and letters stay the firm’s. Theirs stay theirs. Charlie reads the client’s book for the client; she gives no advice, and never speaks for you.