The Perfect RIA

What Works Wednesday With Guest Rich Chen


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When starting and then running your own practice, it is essential that you seek legal advice to ensure everything is done correctly. Having an attorney you can comfortably rely on allows you successfully run your practice, whilst also ensuring it is compliant with the various legal obligations that apply. Richard Chen, a seasoned attorney, entrepreneur, and public speaker joins Matthew to share his advice for financial advisors seeking to protect themselves and their businesses.

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

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The Perfect RIABy Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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