Mark Matson, founder of Matson Money in Cincinnati talks with Robert Armstrong and Sanford M. Fisch, founders of The American Academy of Estate Planning Attorneys about how to ethically and compassionately serve the financial services needs for legal clients.
On this 62-minute video, you’ll hear about the concerns attorneys have working with advisors, you’ll hear about the concerns advisors have working with attorneys and you’ll hear what the overall concerns both professionals have for the client.
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