Before accepting a new client, which of the following must a manager NOT disclose?

A community manager must be mindful of confidentiality and the types of information that should remain private when onboarding a new client. Not disclosing financial records is essential, as these documents contain sensitive information that, if shared improperly, could lead to various legal and ethical issues. Financial records typically involve the personal and business finances of the manager, which are not relevant to the client’s decision-making about engaging services.

In contrast, disclosing affiliations with service providers, material or relevant information, and personal relationships with owners or board members is important for transparency. These disclosures ensure that the community manager maintains trust and integrity in their business relationships, helping clients make informed choices based on potential conflicts of interest or any vested interests the manager may have. This transparency ultimately protects both the manager and the client, fostering a healthier working relationship built on trust and open communication.