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Podcast: Lawyer Business Advantage
Episode: Four "Must Have" Financial Advisors for Law Firms with Ryan Kimler
Description:
In this episode, Alay and Ryan discuss:
The four financial positions your firm needs as you grow.
Adding on advisors as your firm grows and taking a tiered approach.
Challenges your firm will face as you approach 7+ figures.
Communication between your financial advisors.
Key Takeaways:
During your law firm’s growth, you must have a bookkeeper, a good tax preparer (for both personal and business), a part-time CFO, and a retirement advisor.
Start early and build the relationships now, even if you don’t need that financial advisor yet in your firm. Finding...