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Advocis Coffee Talks 92: Protecting Your Book, Your Clients, and Yourself

Advocis Coffee Talks 92: Protecting Your Book, Your Clients, and Yourself

Advocis Coffee Talks

About Coffee Talks

Advocis Coffee Talks are espresso-sized webinars for financial advisors, accredited by The Institute for CE credits and available exclusively to Advocis members.

In our May episode of Coffee Talks, Advocis welcomed Robert Brush of Crawley MacKewn Brush LLP for a session that explored why succession planning is more than just retirement. Drawing on real-world litigation experience, Robert highlighted common pitfalls in advisor transitions, key legal and compliance considerations, and practical strategies to safeguard your book of business.

Information on registering for all upcoming Coffee Talks is being distributed to members via email. If you are a member of Advocis and not receiving these notifications, please contact us with your preferred email address and indicate that you would like to receive all member communications.

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