Podknife - What Works Wednesday with Guests Steven Jarvis and Leila Shaver by The Perfect RIA

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What Works Wednesday with Guests Steven Jarvis and Leila Shaver

Podcast |: The Perfect RIA
Publisher |: Matthew Jarvis & Micah Shilanski, Finance Rockstars
Media Type |: audio
Podknife tags |: Business,; Investing,; Management & Marketing,; Personal Finance
Categories Via RSS |: Business,; Business News,; Investing,; News
Publication Date |: Aug 10, 2022
Episode Duration |: 00:31:32

As financial advisors, we are generally not qualified to give tax or legal advice when helping our clients. However, these are both important steps in the financial planning process. So, what advice can we give without crossing any lines—while still providing the most value to our clients? Steven Jarvis, CPA, and Leila Shaver, attorney, join Micah on this episode to discuss what is okay (and what is not okay) to converse about with your clients.

You can find show notes and more information by clicking here: https://bit.ly/3oAKEDX

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