Question #4 - Service Models
4) Describe your service model in terms of deliverables and the mechanism for delivery?
As a fiduciary will want to know what to expect from your consultant, in terms of level and detail of reporting. Who will attend meetings to present reports and discuss results. You will want to ensure that the service model aligns with your requirements (i.e. is it designed to encourage long-term relationships?, is it project orient?, is designed to maximize their profit and promote short term thinking?) and that the process the consultant uses to make recommendations is transparent.