3min chapter

Financial Advisor Success cover image

Ep 288: Transitioning From (Divorce) Attorney To (Divorce-Specialized) Financial Advisor with Patrick Kilbane

Financial Advisor Success

CHAPTER

Are You a Lawyer?

In florida, you can elect to have inactive status. But no, i keep my bar license active. It's very clear in our a d v, that we're not providing any legal advice. And one other thing is, i would bring in a financial adviser from time in my cases. Some of em don't, you know, they want to be advocates,. and they want to say, well, you need forty thousand dollars a month to live.

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