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Podcast: BE THAT LAWYER
Episode: Chris Engelman: A Look at the Financials for Lawyers
Description: In this episode, Steve Fretzin and Chris Engelman discuss:Understanding what your client is looking to do and what their challenges are. Common mistakes lawyers make with their finances. Similarities between wealth management advisors and lawyers. Be proactive in building your client relationships.  Key Takeaways:Take a step back and think. Newspapers are in the business of selling newspapers and what sells is bad news. There is risk in both small firms and law firms. The types of risks being made are just different. People will spend what they make. Working with a financial planner...