Mitigating Risk From (Litigious) Clients When Your Advisor Team Grows Beyond You: Kitces & Carl Ep 187

About this episode

Michael Kitces and Carl Richards discuss safeguards to protect firms from legal risks as they grow.

In the 187th episode of Kitces and Carl , Michael Kitces and client communication expert Carl Richards discuss the safeguards firms can put in place to protect themselves from legal risk, especially as they grow. For full show notes, see kitces.com and thesocietyofadvice.com .

People in this episode

Hosts: Michael Kitces, Carl Richards

Topics covered

• risk management
• legal safeguards
• advisor team growth

Keywords

• litigious clients
• financial advisors
• client communication

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