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Partner Guide

When to Request an Independent Specialist Review

Most client cases should stay entirely within your own practice. ERW is most useful at the edge cases.

1. The stakes are unusually high

The client is making a major business, career, education, relocation or relationship decision and wants a deeper review than the normal service.

2. The case is outside your main method

You understand the client well but want a specialist perspective from a traditional Chinese method you do not maintain in-house.

3. You want a second view

You have already formed an opinion but want an independent review before communicating a major recommendation.

4. The client wants a premium layer

A long-standing or high-value client wants more depth and is prepared to pay for a separate specialist assessment.

5. You need time to think

The case should not be answered live. An offline review creates room to examine the background, frame the question carefully and return a more structured response.