Latest / Advisor Talk with Frank LaRosa

Legal Perspectives Episode 4 with Brian Neville, Founding Partner of Lax & Neville
In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is once again joined by Brian Neville, Founding Partner of Lax & Neville, for a candid discussion which hones in on the enterprise value of teams and the strategic importance of having a team agreement in place to protect all advisors involved.
Topics covered in the conversation include:
*the particulars of what constitutes a team agreement and how the nuances of these agreements can differ from firm to firm.
*the important role varying advisor personalities can play in successful teams, how these same personality…
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