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MyRISK Essentials · for advisers, brokers and accountants
Your client was asked for something you can't produce for them.
An insurer, a lender, a major customer or a licensee wants evidence of how risk is managed. You can see the gap. Building and running the answer isn't your job — and handing it to someone who might take the relationship isn't a risk worth taking.
The three signs
When a client has a recurring proof burden
01
The request has come before
The same kind of evidence was asked for last year, by the same requester or a different one, and it was rebuilt from scratch both times.
02
Nobody owns the answer
It lands on whoever is free. Often that has been you, at a point in the year when you had other work on.
03
Actions agreed don't close
Things get discussed and noted at a leadership meeting, and the same items are still open two quarters later.
If all three are true, the client needs a rhythm rather than another document. If only the first is, they may just need one pack built once — and we will say so rather than sell a subscription.
The two questions
What to ask before you introduce anyone
“Who asked you for this, and will they ask again?”
If the answer names a requester and a cycle — an insurer each renewal, a customer each year, a licensee each audit — that recurrence is the whole reason this is worth doing once, properly.
“Who inside your business would keep it current?”
Not who owns risk on paper. Who would actually chase the owners and update the pack each month. If there is no answer, a recurring rhythm is the wrong thing for them to buy, and we would rather establish that before anyone is introduced.
What happens next
After you introduce a client
- Within one business day — we come back to you, not to your client, to confirm what prompted it, who would operate it and what your role is
- Then a scoping conversation with the client, with you in it if that is what you want
- A First Risk Baseline built from material the client already has, however messy
- Three monthly reviews on dates set before the work starts, then a decision at ninety days: continue, adjust, or stop
You choose your own role and can change it later: introduce and step back, sit in on the reviews, or run the rhythm with the client yourself.
What we will not do
- Contact your client without telling you first
- Go around you once a conversation is running
- Sell them anything you have not seen
- Take over the relationship — the recurring work needs an owner inside the client, and MyRISK is not the permanent one either
- Offer advice in your discipline. Accounting, broking and legal judgement stay yours
So you never over-promise
What Essentials is, said the way you can repeat it
Safe to say to a client
- It produces one current picture of priorities, owners, actions and evidence gaps, refreshed monthly, that a leadership meeting uses and a requester can be sent.
- It is management visibility. It is not assurance, certification, accreditation or a compliance opinion, and it does not make anyone compliant with anything.
- It needs somebody inside the client to keep it current. Without that, the recurring part does not work and we will say so early.
- Nothing about it is automated assurance. A person reviews, decides and chases; the system holds the record.
- No time or cost saving is quantified here, because it varies by client and we have not measured theirs.
Introduce a client with the last request named.
Tell us the client, what they were asked for and who asked. That is enough to come back to you within one business day with an honest answer about whether this fits.