Transitions, Retire-in-Place Programs and Termination: A Top Attorney’s Perspective

from The Diamond Podcast for Financial Advisors

Attorney Tom Lewis of Stevens & Lee shares advice for financial advisors on navigating transition, avoiding termination, Protocol vs non-Protocol moves, and what you need to know before signing a binding retire-in-place agreement with your firm.

Episode metadata supplied by the publisher feed · Published Mar 11, 2021

Embed this episode

Attribution link and audio player

NOW PLAYING

Transitions, Retire-in-Place Programs and Termination: A Top Attorney’s Perspective

0:00 43:41

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of The Diamond Podcast for Financial Advisors?

This episode is 43 minutes long.

When was this The Diamond Podcast for Financial Advisors episode published?

This episode was published on March 11, 2021.

Can I download this The Diamond Podcast for Financial Advisors episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!