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On the pod, we usually talk offense (how to grow your business), but...
Today we’re talking defense and how to protect your firm.
Because all the marketing, intake and hiring you do as a firm won’t matter if you’re at risk of getting disbarred.
As you probably know, most states require lawyers to keep an IOLTA account.
Managing IOLTA accounts can get a bit hairy.
And if your recordkeeping leaves a lot to be desired, you could be at risk of getting audited - or worse.
Could smart tech be the solution?
In this week’s podcast, Paul Garibian, president of Nota, joins us to discuss how firms can take advantage of tech to make trust account management seamless and efficient, while also decreasing their compliance risk. He also shares why he thinks it’s important to work for a mission-driven business.
There’s much more to learn in this episode about protecting your firm, so tune in now!
Paul Garibian is the President of Nota, and has over 18+ years of experience in the fintech industry. Connect with Paul at paul@trustnota.com.
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