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What to consider before changing firms
Presented by Leila Shaver, Esq., MyRIALawyer

This session is one that any advisor or planner should listen to if they are considering any kind of change. Attorney Leila Shaver provides lots of advice to help you avoid the legal issues that can arise if you misstep. Her advice covered everything from how you should handle communicating with your clients to reviewing any agreements you have in place to what you should look for when first signing on with a firm. 

Tom's Tip: Hire an attorney to advise you if you are making a change. The investment will help reduce the possibility that you encounter legal challenges. 

 

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