Attorney David Gehn, of NY law firm Ellenoff, Grossman & Schole, LLP, shares actionable advice for advisors including how to avoid risk, manage transitions and renegotiate promissory notes/ EFLs, plus challenges RIAs are facing and relief programs available.

Attorney David Gehn, of NY law firm Ellenoff, Grossman &amp; Schole, LLP, shares actionable advice for advisors including how to avoid risk, manage transitions and renegotiate promissory notes/ EFLs, plus challenges RIAs are facing and relief programs available.

A Lawyer’s Advice on How to Protect Your Business Now and Into the Future

Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.

Share A Lawyer’s Advice on How to Protect Your Business Now and Into the Future

Sign up to save your podcasts

A Lawyer’s Advice on How to Protect Your Business Now and Into the Future

A Lawyer’s Advice on How to Protect Your Business Now and Into the Future

More shows like The Diamond Podcast for Financial Advisors

Masters in Business

The Meb Faber Show - Better Investing

Invest Like the Best with Patrick O'Shaughnessy

Capital Allocators – Inside the Institutional Investment Industry

Animal Spirits Podcast

The Perfect RIA

The Compound and Friends

Advisor Talk with Frank LaRosa

Kitces and Carl - Real Talk for Real Financial Advisors

Barron's Streetwise

Barron's Advisor

Ask The Compound

The Efficient Advisor: Tactical Business Advice for Financial Planners

Facts vs Feelings with Ryan Detrick & Sonu Varghese

The Morgan Housel Podcast