Tuesday Nov 21, 2023

The Value of Financial Management for Legal Professionals

I spoke with Joe Ryan, the Managing Director and Head of the Law Firm Group for Citi Global Wealth at Work, which provides tailored financial, wealth, banking, and lending solutions. We discussed the value of working with a financial advisor with specialized knowledge of the legal industry and how the wealth management needs of lawyers differ from professionals in other industries.

Comments (0)

To leave or reply to comments, please download free Podbean or

No Comments

Copyright © 2009-2023 Ari Kaplan Advisors LLC

Podcast Powered By Podbean

Version: 20240731