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Ep. 3 - Trick Question: Who Owns the Client Data, the Firm or the Advisor?
In this episode, Matt discusses client data "ownership." In connection with transitions, it is important to understand who "owns" the data and what client information can actually be taken upon departure.
ATTORNEY ADVERTISING. PAST RESULTS DO NOT GUARANTEE FUTURE OUTCOMES. NONE OF THE CONTENT IN THIS EPISODE SHALL BE CONSTRUED AS LEGAL, INVESTMENT, OR TAX ADVICE. THE CONTENT IN THIS EPISODE DOES NOT CREATE AN ATTORNEY/CLIENT RELATIONSHIP. THE INFORMATION PRESENTED IN THIS EPISODE IS FOR GENERAL INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE RELIED ON FOR ANY PURPOSE. THE OPINIONS CONTAINED IN THIS EPISODE IS NEITHER ENDORSED NOR OFFERED BY ELLENOFF GROSSMAN & SCHOLE LLP.
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By AdvisorEsqIn this episode, Matt discusses client data "ownership." In connection with transitions, it is important to understand who "owns" the data and what client information can actually be taken upon departure.
ATTORNEY ADVERTISING. PAST RESULTS DO NOT GUARANTEE FUTURE OUTCOMES. NONE OF THE CONTENT IN THIS EPISODE SHALL BE CONSTRUED AS LEGAL, INVESTMENT, OR TAX ADVICE. THE CONTENT IN THIS EPISODE DOES NOT CREATE AN ATTORNEY/CLIENT RELATIONSHIP. THE INFORMATION PRESENTED IN THIS EPISODE IS FOR GENERAL INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE RELIED ON FOR ANY PURPOSE. THE OPINIONS CONTAINED IN THIS EPISODE IS NEITHER ENDORSED NOR OFFERED BY ELLENOFF GROSSMAN & SCHOLE LLP.