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Listen "Avoiding the Traps and Navigating the Legal Minefield: How & Why the Right Attorney Can Make or Break Your Transition – Matt Baum (070)"
Episode Synopsis
On today's episode, I interview Matt Baum, a financial services attorney at Fox Rothschild.• Matt discusses the key factors advisors should consider, such as the attorney's industry experience, ability to handle both preventative and litigation matters, and familiarity with the advisor's current firm.• Our conversation also highlights how the right legal representation can significantly impact the success of an advisor's transition, making it a critical decision in the due diligence process.• Finally, Matt discusses an advisor's worst fear: Legal repercussions and how to handle them if you find yourself in this situation.Guest: Matthew Baum, Financial Services AttorneyText or Call: 212-878-1429Email: [email protected] & connect with me (Corey):Text or Call: (908) 902 4903Meet: https://calendly.com/coreywalenLinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/YouTube: https://www.youtube.com/@CoreyWalenWebsite: --- Contact & connect with me: Text or Call: (908) 902 4903 Meet: https://calendly.com/coreywalen LinkedIn: https://www.linkedin.com/in/coreywalen/ YouTube: https://www.youtube.com/@CoreyWalen Website: https://www.coreywalen.co...
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