Day 8 - Risk Management Resources

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00:13:19

December 25th, 2025

13 mins 19 secs

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About this Episode

12 Days of GBA – Day 8: Risk Management Resources

Summary

Tiffany Vorhies and Ryan White present a year-end series highlighting their favorite GBA resources, counting down from Day 12 to Day 1. Risk management is GBA's "love language"—woven into nearly everything they publish. Ryan and Tiffany break down their "greatest hits playlist" across three tracks: contracts and legal risk (featuring the Contract Reference Guide and Third Party Reliance resources), reports and client education (including important information insert sheets and confirmation-dependent recommendations), and training with peer learning (like the "Avoiding Absolutes" best practice). Each track includes Monday-morning actionable takeaways—from standardizing contract language to attaching client education documents to building repeatable communication habits. These resources aren't just defensive; they improve margins, reduce rework, and strengthen client relationships. Start small: pick one resource and make it standard practice.

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This episode was produced by the following GBA Members: