Are You Picking The Right Attorney for Your Firm Transition? — with Matt Baum
In this video, I interviewed Matt Baum, a financial services attorney at Fox Rothschild, about the critical role of choosing the right legal counsel when transitioning to a new firm.
Matt shares his experience in guiding advisors through successful transitions, highlighting the factors advisors should consider when selecting an attorney, such as industry expertise, litigation capabilities, and familiarity with the advisor’s current firm.
Finally, Matt discusses an advisor’s worst fear: Legal repercussions and how to handle them if you find yourself in this situation.
—
I hope this conversation is helpful. If you’re a high-performing advisors that could use the help of a non-biased transition consultant please reach out, I’d be happy to talk.
#FATransition #coreywalen #financialadvisor #independentadvisor #edwardjones #raymondjames #merrilllynch #morganstanley #ubs #wellsfargo #lpl #wholesaler #ameriprise
—-
► Useful?
Subscribe: https://www.youtube.com/channel/UC2-A82CiACaopNFmDA87uhQ
Apple Podcast: https://podcasts.apple.com/us/podcast/firm-transitions-with-corey-walen/id1672117664
Spotify Podcast: https://open.spotify.com/show/278IpmwyIWbyGoos4InCOV?si=3146e811274d4fd5
—-
Contact & connect with me:
Call or Text: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-wal…
LinkedIn Newsletter: https://www.linkedin.com/newsletters/firm-transition-insights-7039226694691426304/
Website: https://www.coreywalen.com
Thanks for watching!
