Author: Bryan Carmody

February 2, 2017, First Thursday rebroadcast webinar for Asset Protection.

This was a live webinar presented by Ike Devji, J.D., former Managing Attorney of Lodmell & Lodmell, P.C. and currently of counsel with the firm.

Topic: Client Intake: Liability Issues vs. Ethical Business Development

Guest Host Attorney Ike Devji, J.D. leads a concise, actionable and interactive presentation for legal professionals focusing on three key areas that affect your practice, profit and liability:
– Screening clients – what every AP planner needs to know about protecting themselves from liability and fraud.
– Identifying clients that need our help, exploring the risk factors, overcoming common myths among consumers and advisors.
– The biggest mistake many lawyers, CPAs and Financial advisors are making with their highest net worth clients and the opportunity to serve it presents for you.

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