Legal Perspectives Episode 4 with Brian Neville, Founding Partner of Lax & Neville

There was a time in financial services when teams of advisor were the exception, but not anymore. More and more advisors are looking into team building as a way to achieve revenue growth and establish a succession strategy. Team building; however, can be rife with legal pitfalls if not established via a thoughtfully constructed and binding team agreement right from the outset.