What Works Wednesday with Guests Steven Jarvis and Leila Shaver
The Perfect RIA · Matthew Jarvis & Micah Shilanski
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Show Notes
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